Serving all of New England

Fiduciary Liability Brochure

fiduciary-liability-brochureProtect your plan fiduciaries

Just like directors and officers, fiduciaries can also be found personally liable for what happens to company benefits and retirement plans. However, D&O liability insurance excludes ERISA claims, which is why your business needs fiduciary liability insurance.

This brochure defines the term “fiduciary” and details what is exactly covered by fiduciary coverage. It also describes two claims scenarios and the total costs of each lawsuit.

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Powerful Network

Our staff conducts extensive research to develop a custom insurance plan or risk management strategy for your personal or business needs. We then present you with a selection of programs from multiple insurance carriers that will protect your business equity or personal net worth.
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Claims Center

What do you need to file a claim? When you’re dealing with a loss, you should be confident in knowing that our licensed staff will respond promptly. We handle claims on a more personal level, working directly with your insurance company throughout the entire process to ensure that your claim is settled both quickly and fairly.
tailored-coverage

Tailored Coverage

You should never have to compromise on your insurance protection. Every individual, business, and family has a unique set of needs that can’t be met with a one-size-fits-all quote. Our Freedom Plan lays the foundation for us to customize an insurance plan that’s tailored to your specific needs and risks at a competitive price.
heart-of-new-england

Heart of New England

As a regional insurance agent and broker, we understand what it means to service our clients throughout New England. With two central offices, we understand the very specific risks of the region’s businesses and consumers and can tailor an insurance solution to meet your needs.
educational-partner

Educational Partner

Do you know what gaps may be hidden in your coverage, leaving you unprotected when disaster strikes? We pride ourselves on educating our clients on their coverage details, including the terms, limitations and conditions of their insurance policies. We also produce fresh content in our Resource Center that is timely and of most value to you.