Nuts & Bolts: Cascade/Amstar is offering a program for investment advisors professional and general liability. The general liability can be written in conjunction with the professional liability. Call for an appointment. Endorsements—Claims Made Form.
Dollars: Policy limits of $1 million; Deductibles as low as $5,000; minimum premiums of $3,750.
Carrier: Rated “A.”
States Available: California.
Contact: Laura Mirsky, (805) 373-1687
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