Madeley & Company offers a wide variety of liability protection options hand-picked to handle the specific needs of Financial Advisors, RIAs, and IARs.

And, we show you fully detailed comparisons of each recommended program allowing for the best decision for your practice.

We represent the Markel Cambridge program written through Evanston Insurance Company as well as many other carriers.

Available Endorsements:

• Management Liability – coverage for senior managers and principals from claims made by non-customers, such as competitors, investors and regulators
• Platinum Endorsement – Seven additional coverage parts including kidnap, workplace violence and identity theft expense.
• Platinum Plus Endorsement – The platinum endorsement plus EPLI and Cyber Liability
• Commissionable Sales Coverage – Coverage for product sales such as life insurance and mutual funds where a commission is earned.
• Divorce Financial Consulting – For advisors that provide divorce financial consulting, as well as investment advice.
• Tax Preparation – Coverage for tax preparation and limited bookkeeping activity.
• Covered Calls and Protective Puts – Gives back coverage for these protective option strategies.

Investment and Strategy Additions – We can broaden your coverage that is excluded in our base policy for certain investment strategies or products.