Doing business comes with risks. Are you protecting yourself? When you join the Network, you’re covered with our Markel group E&O insurance policy.
Get an affordable E&O policy
With two options to choose from, you only pay for the coverage you actually need. $112 per month provides $500,000 worth of coverage. Need more protection? Get $1 million in coverage for $152 per month.
Protect yourself and your business immediately
As a member of XYPN, your coverage begins the day you apply for our group E&O policy. If you’re switching from a different policy, this means no gap in coverage. Members can take advantage of an abrreviated insurance application available within the forums.
No upfront fees
We know the costs of starting and running an RIA are significant. That’s why our benefits are designed to make the tools you need — including insurance — accessible and affordable. You’ll pay no upfront fees when you sign up for group E&O with XYPN.
Get the Details
- Avoid dealing with insurance on your own and save more money with our group policy.
- Choose the option that’s best for you – for advisors with revenue below $250k, $112/month for $500,000 or $152/month for $1M; for advisors with revenue between $250k and $700k, $265/month for $1M. Our policy covers up to 2 advisors per firm.
- Enjoy an abbreviated application process and coverage that begins the day you apply for the policy.
- Need more coverage? No problem. Advisors with more than $20 AUM receive an additional 10% discount.
Want to know ALL of the perks of XYPN Membership?
Download our free Member Benefits Directory
Our info-packed Member Benefits Directory details all the benefits you can enjoy as a member of the Network. With over 70-pages of free-for member services, exclusive opportunities, additional discounts, and official partners you’ll see why over 1,000 fee-for-service financial advisors are part of the XYPN community.