Financial Institutions Insurance
Happy 2021 and welcome to our refreshed website!
The Uhl Agency is pleased to report that we have now written over 250 investment firms utilizing our expansive platform of insurance carriers. Our valued clients typically run between $50 million and $25 billion in assets under management or advisement. Our lineup of clients includes investment advisors, broker dealers, financial planners, wealth managers, institutional consultants, investment managers, mutual fund complexes as well as family office practices and private equity practices.
As an independent agency, we have the ability to shop the market with multiple insurance companies to partner your practice with the right insurance company. Our team has over 35 years of combined experience working with financial institutions.
Financial Institutions Insurance Program One-Page Overview Links:
- Financial Insurance Program Summary
- Errors and Omissions Liability Summary
- Directors and Officers Liability Summary
- ERISA – Fiduciary Fidelity Bond Summary
- Cyber – Privacy Liability Summary
- Employment Practices Liability Summary
- Property and Casualty Summary
- Commercial Crime – Fidelity Bond Summary
- ERISA Bond Summary
- Workers’ Compensation Summary
- Fiduciary Liability Summary