AnnuityAdvisors - Where advisors go for advice

Program Pricing

  $1M/Claim $1M/Annual
  Basic with Fixed & Indexed
Annuities
with Mutual Funds &
Variable Products
Effective
Date
Single
Payment
Down
Payment
Single
Payment
Down
Payment
Single
Payment
Down
Payment
10/01/15$495.00$119.58$565.00$125.46$770.00$142.54
11/01/15$460.42$119.58$524.58$125.46$712.50$142.54
12/01/15$425.83$119.58$484.17$125.46$655.00$142.54
01/01/16$391.25$119.58$443.75$125.46$597.50$142.54
02/01/16$356.67$119.58$403.33$125.46$540.00$142.54
03/01/16$322.08$119.58$362.92$125.46$482.50$142.54
04/01/16$287.50$119.58$322.50$125.46$425.00$142.54
05/01/16$252.92$119.58$282.08$125.46$367.50$142.54
06/01/16$218.33$119.58$241.67$125.46$310.00$142.54
07/01/16$183.75$119.58$201.25$125.46$252.50$142.54
08/01/16$149.17$119.58$160.83$125.46$195.00$142.54
09/01/16$114.58$114.58$120.42$120.42$137.50$137.50
Monthly Payment: $39.58 Monthly Payment: $45.42 Monthly Payment: $62.50

Policy Eligibility & Terms

  • You must be actively affiliated with Annuity Financial & Insurance Services, Inc. at the time of enrollment
  • If you are no longer affiliated with Annuity Financial & Insurance Services, Inc. during the policy period, coverage for any new business activities ceases immediately of your termination date. Please call 360 Coverage Pros at (877) 524-0265 to notify us of your termination and avoid any potential lapse in coverage.
  • Coverage under this program is offered on a claims made basis. The policy will only cover claims first made against the Insured and reported to the Carrier during the policy period. The agent must not have had knowledge of the claim or circumstances likely to result in a claim at the effective date of coverage.
  • This policy applies to an act, error or omission which takes place anywhere in the world, provided that the claim is made and suit is brought against the Insured in the United States of America.

Program Highlights

  • Only two underwriting questions
  • Coverage includes life, accident and health, disability income activities, universal life, annuities and section 125, employee benefit plans, managed health care organizations. Additional coverage for fixed and indexed annuities, mutual funds, variable products available.
  • Provides coverage for your administrative, clerical and support personnel while they are acting on your behalf
  • Provides coverage for any affiliated corporation, partnership or agency for their liability arising out of the individual insured’s professional services
  • Defense costs are provided and are included within the limits of liability
  • $1,000 deductible on Annuity Financial product-related claims (damages only), $2,500 deductible for non-Annuity Financial product-related claims (damages only), $5,000 deductible for variable and mutual fund products
  • Prior acts coverage back to first date of continuous E&O coverage
  • Pay in full or choose monthly payments via credit card or electronic funds transfer (EFT)
  • Underwritten by BCS Insurance Company
  • Administered by Gallagher MGA

Liability Coverage Options

  • $1,000,000 per claim/$1,000,000 annual
  • $1,000,000 per claim/$2,000,000 annual

Apply Online!

www.360coveragepros.com/
annuityadvisors/eo