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For questions regarding the E&O Program, please contact us.

For more information please see a copy of the E&O policy

For a copy of your Certificate of Insurance, please submit your request here: Certificate Request

Independent Agent E&O Coverage


The policy period is 10/1/2019  to 9/30/2020

See the Coverage Highlights for detailed coverage information.

Please list your gross revenue for the past year and estimates for the current year and next year. Only include your revenue that is derived from your life agent business and series 6 activity, if applicable.

Fields with * are required.

*  
* Prior Year Revenue  
* Current Year Revenue Estimate  
* Next Year Revenue Estimate  
* Limit Option  
* Coverage Effective Date
(Must be between 11/07/2019 and 09/29/2020)
 
NAILBA referral code
(For NAILBA referred agents only)
If you currently have E&O coverage in another program and you are joining this program as a new enrollee, you need to pick an effective date on or before your current coverage expiration date to avoid a gap in coverage.

Coverage Type


Type 1 Type 2
  • Life Insurance
  • Accident & Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed Annuities
  • Employee Benefit Plans, Individual Retirement Arrangements, IRAs and KEOGH Retirement Plans
  • Financial Planning incidental to the sale of the above products
  • Life Insurance
  • Accident & Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed Annuities
  • Employee Benefit Plans, Individual Retirement Arrangements, IRAs and KEOGH Retirement Plans
  • Variable Products
  • Mutual Funds
  • Financial Planning incidental to the sale of the above products


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