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AgentResources.com
Errors & Omissions
Carrier Information
Underwriters
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MIB Consumer's Guide

 

Finally, a Competitively Priced and Comprehensive Errors & Omissions (E&O) Program Tailored to the Independent Life Insurance Agent

Offered by J.L. Thomas & Company Life Insurance Brokerage and NAILBA in conjunction with our partner Arthur J. Gallagher & Co.

Please visit AgentResources.com today to get a premium indication for agents in your area. You can even fill out a brief application for quote on line!

Benefits of enrolling in the AgentResources.com E&O Program

  • Comprehensive coverage for your life insurance, variable product and mutual fund business
  • No membership fees - Other life insurance agent programs require a membership fee to enroll in their E&O program - not the case with AgentResources.com
  • Quality Carrier - Clatendon National Insurance Company is one of the largest insurance carriers in the E&O program business in the United States. Clatendon is an admitted carrier and Rated "A-" "Excellent" by AM BEST.
What activities are covered are covered under this policy?
Sale, or attempted sale and servicing of:

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Life Insurance

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Accident & Health Insurance

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Long-Term Care Insurance

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Disability Insurance

-

Fixed Annuities

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Employee Benefit Plans, Individual Retirement Arrangements, IRAs and KEOGH Retirement Plans

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Administration of Employee Benefit Plans

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Financial Planning incidental to the sale of the above products

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Variable Products - if this option is elected

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Mutual Funds - if this option is elected

Policy Limits of Liability & Retention

(dependent on which option chosen) Applicable to Defense Costs & Damages, each Wrongful Act or series of Wrongful Acts
Options
$1,000,000 per Wrongful Act / $1,000 per Wrongful Act Retention

or

$2,000,000 per Wrongful Act / $2,500 per Wrongful Act Retention

$5,000,000 Policy Aggregate

For questions regarding the E&O Program, please contact:

Arthur J. Gallagher Risk Management Services
Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
Attn: Carolyn Osborn
15 Enterprise, Ste 200
Aliso Viejo, CA 92556
800-532-0327 x801 

carolyn_osborn@ajg.com

License #0726293

 
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Last modified: July 11, 2008