Retirement professionals have more issues to consider to help clients make decisions.
The Society of FSP now has a group E&O plan that is available to members at extremely affordable rates. This new benefit is being offered by CalSurance of Orange, California, an E&O specialist since 1979. Coverage is provided by Fireman’s Fund, which is rated A (Excellent) by A.M. Best.
This new program is offered through the Society’s Member Discount Program. The E&O program provides a unique, value-added service that recognizes the high level of education and ethics of FSP members. It is a quality product that compares favorably with similar products now on the market. Program features Include:
• Low Annual Premiums - Rates starting at $550 per agent
• Defense Costs Outside the Limits - Claims expenses won't reduce the limits
• Limit Options - from $1,000,000 per claim up to $2,000,000 per claim available
• Low Deductible Options - starting as low as $1,000 per claim
Most FSP members who have switched their Errors & Omissions (E&O) coverage through the Society’s Member Discount Program have saved hundreds of dollars a year.
This coverage is available to Society of FSP members. If you are not a member, now is a great time to join. New members joining the Society of Financial Service Professionals (FSP) in the months of January through June can take advantage of lower prorated dues.
FSP membership connects thousands of professionals who share a commitment to professional success. In addition to E&O insurance at special discount rates, members receive:
• The Journal of Financial Service Professionals magazine
• Access to our extensive online library of publications
• Special member rates on programs, products and practice-building tools
• Online forums and live networking events
• Live and archived free education programs
FSP has the advanced education you need and is the only credentialed multidisciplinary organization in financial services. That’s what makes FSP unique and more powerful when it comes to networking and referrals—and member benefits.
For more information about membership in the Society of FSP call 800-392-6900 or email firstname.lastname@example.org. You can also go to www.financialpro.org and use the Join/Renew link at the top of the page.
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The Society has approximately 13,000 members, each of whom holds one or more of the following recognized financial service credentials: AEP® CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU, CTFA, Enrolled Actuary, JD, MSFS/MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 160 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals.