Financial Management Consultant Insurance

You help clients manage finances wisely, but even the best financial strategies can sometimes come with bank-breaking risk. Because financial planning should be about securing futures—and not defending lawsuits—LIO's got your back every step of the way. Our flexible, wide-ranging policies provide coverage for your consultancy, ensuring your wealth is safeguarded while you help others build theirs.

What LIO Brings to the Table:

For Policyholders

Highlights:
  • Comprehensive Protection:
    • Professional liability
    • Hired and non-owned auto liability
    • Property coverage including inland marine
    • Abuse and molestation
    • Accident protection
  • Hassle-Free Claims: Our in-house experts will resolve your claims in record time.
  • Supreme Flexibility: Rapid certificate of insurance and policy generation for almost any organization.
  • Speed of Service: Get your quote in just minutes.

For Brokers

Reasons why to do business with LIO:
  • Industry-Leading Niche Appetite: 250+ classes of admitted business.
  • Cutting-Edge Technology: Bindable quotes delivered in minutes No applications required.
  • Unmatched Efficiency: Same-day turnaround for underwriting referral.
  • Proven Customer Satisfaction: Industry Leading Net Promoter Score (NPS) - We deliver!

Contact us and get a quote today!

"*" indicates required fields

MM slash DD slash YYYY
This field is hidden when viewing the form
This field is hidden when viewing the form