Berkshire Hathaway Specialty Insurance
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Professional First® Life Agent Broker-Dealer Professional Liability

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Product Highlights

  • Easily tailored for various mid-to-large sized sponsored broker-dealer, registered representative and life agent E&O programs
  • Dedicated claims and underwriting team with over 40 years of combined experience
  • Ability to write primary and excess
  • Pre-claim, Expungement Proceeding, Subpoena Assistance, Reimbursement of Claim Expenses, Regulatory, Cyber, Wire Transfer Fraud, and Selling Away coverage available

Top Targets

  • Minimum of 250 enrolled independent registered representatives or life agents
Download Life Agent Broker-Dealer Professional Liabilty Forms

Download

  • Life Agent Broker-Dealer Professional Liability Declaration Specimen
  • Life Agent Broker-Dealer Professional Liability Policy Specimen
  • Regulatory Action Extension Specimen
  • Cyber Extension Specimen
  • Supplementary Coverage Specimen
  • Fraudulently-Induced Client Funds Transfer Specimen
  • Selling Away Extension Specimen
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Berkshire Hathaway Specialty Insurance

One Lincoln Street

Boston, Massachusetts

  • Atlanta,
  • Boston,
  • Chicago,
  • Houston,
  • Indianapolis,
  • Irvine,
  • Los Angeles,
  • New York,
  • San Francisco,
  • San Ramon,
  • Seattle,
  • Stevens Point,
  • Adelaide,
  • Auckland,
  • Brisbane,
  • Cologne,
  • Dubai,
  • Dublin,
  • Frankfurt,
  • Hong Kong,
  • Kuala Lumpur,
  • London,
  • Lyon,
  • Macau,
  • Madrid,
  • Manchester,
  • Melbourne,
  • Munich,
  • Paris,
  • Perth,
  • Singapore,
  • Sydney,
  • Toronto and
  • Zurich

© 2022 Berkshire Hathaway Specialty Insurance

A Division of the Berkshire Hathaway group of insurance companies.

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