Like sand in a shoe, tiny words matter. Tune in for a concise exploration of the hidden language that can hurt you and what alternatives are better.
InvestaGuard Highlights Flyer
InvestaGuard Why Buy - Key Features Deep Dive
InvestaGuard is the best E&O policy for financial firms our industry has seen in 15 years and available exclusively through InterWeb Insurance LLC.
Designed for Broker-Dealer, Registered Investment Advisor and Insurance Agency firms and their advisors.
With over 30 years’ experience brokering financial services E&O, we created this policy with you, the policyholder, in mind.
Nearly 40% of advisors are using alternative investments. Alternative Mutual Funds (AMFs) are a far departure from traditional funds as they are complex, have limited liquidity and are on FINRA's radar. Tune in to learn more, including how they can be appropriate for your practice.