About Lockton Affinity Advisor

We’re more than just insurance experts—we’re specialists in the financial services industry.

Our team has more than 60 years of combined experience insuring financial professionals. Just like how you work hard for your clients, Lockton Affinity will work hard for you.


Lockton Affinity custom tailors, implements and manages insurance solutions to provide the best-in-class insurance experience. We provide:

We shop around for the right insurance carrier for our programs, ensuring you receive the most complete coverage at the right cost.

We will get you covered quickly and easily, so you can get back to your work. We handle claims efficiently, too.

Our representatives are knowledgeable about insurance and the needs of financial professionals.

We will provide guidance throughout the process and ensure you get the exact coverage you need.


Lockton Affinity is part of Lockton Companies, the world’s largest privately held, independent insurance broker, and one of the most respected firms in the industry. In fact, JD Power & Associates has named Lockton Companies the highest-performing insurance broker two years in a row.

Lockton Affinity has been providing best-in-class insurance for professionals like you for more than 30 years, and our reputation in the industry is unparalleled. “We Live Service” is not only our motto, it’s what separates us from the rest.

We’ve educated ourselves on the needs of the financial industry.

We take the time to investigate the right types of policies that will benefit you.

We dedicate ourselves to making your life easier—meaning that a real person, not a phone system, answers the phone when you call.

Trust us to be your partner—more than 150,000 others already do.

Contact Us

If you have any questions about Lockton Affinity Advisor,  please call one of our knowledgeable Associates today or fill out our contact form.

(844) 406-5958
Phones are answered Monday through Friday, 7 AM to 5:30 PM (CST).