Coverage
Created with Inforce Life Advisors in Mind

Advocis Broker Services is excited to offer a variety of E&O coverage plans designed to support the modern Inforce Life advisor

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Attention Inforce Life Advisors

Inforce Life & Advocis Broker Services have partnered to offer you savings on the best E&O program.

Start your E&O savings today with your access code: IFL021

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Not sure where to start?

Check out the link below to access the Agent E&O Portal Insurance Manual to ensure you select the coverage that is right for you.s into leads.

Agent E&O Portal Insurance Manual

The Advocis Advantage
Powered by Advocis Broker Services

The Advocis Advantage is built on a foundation of 10 key pillars designed to provide the highest level of protection with personalized service.

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Zero dollar deductible for Coverage A.

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Exclusive Loyalty Discount (applies to all insurance coverages, Insuring Agreement A, B, C, and D).

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Tax preparations coverage included at no additional charge.

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Automatic Cyber & Privacy insurance protection with limits up to $250,000 in coverage.

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$5,000,000 individual limit of liability, with the option to purchase an additional $5,000,000 in excess limit (a total of $10,000,000) for $600 for Coverage A and $800 for Coverage B (inclusive of commission to Advocis Broker Services, there is no additional fee).

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Unlimited Term Extended Reporting Period for a one-time premium available for retirees or individuals leaving the industry (lesser limit options are available too).

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Personal corporation coverage built into the policy at a one-policy limit. Standalone Corporate E&O insurance is available where provincially required, or the corporation no longer qualifies for the personal corporation coverage.

 

 

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Our new portal will be linked to APEXA, subject to APEXA acceptance.

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Full service teams available in English and French.

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Full Prior Act(s) coverage for any unknown covered activities. Agents can be assured that activities undertaken (while being sponsored by others) will be protected. Past E&O programs did not carry forward this protection to the present, but our new relationship with PPI/PPI’s insurance program will provide protection for claims that can arise from past actions (as long as there was no prior knowledge that those actions may become claims).

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A partnership with Advocis Broker Services goes beyond just having access to industry leading risk management E&O coverage. Through our affiliation with Advocis, Advisors will also be able to register for professional practice development courses that will help satisfy all of your continuing education requirements.

Our Coverage Options

Advocis Broker Services has a wide range of coverage options tailored to meet your needs and ensure you have maximum coverage.

Review our Coverage Options

About Advocis Broker Services

 

Advocis Broker Services Inc. was established to serve the needs of financial institutions, financial advisors, and financial planners in Canada. Our team is dedicated to understanding your business. Our affiliation with Advocis, The Financial Advisors Association of Canada, provides us with the necessary insight into the financial services industry.

With more than 13,000 members in 40 chapters across the country, Advocis is the largest voluntary professional membership association of financial advisors in Canada. Advocis is the definitive voice of the profession, advocating for financial advisors, financial planners and consumer protection. As a broker who understands firsthand our clients’ unique needs and who develops insurance and risk management solutions to safeguard them properly, Advocis Broker Services is a compelling source of advisor protection.

Advocis Broker Services understands your business risk needs.

Our Key Insurance Products Offered:

  • Automobile Liability
  • Cost of Corrections
  • Cyber & Privacy Risk Liability
  • D&O/E&O Management Liability
  • Directors & Officers Liability
  • Electronic Computer Crime
  • Employment Practices Liability
  • Fiduciary Liability
  • Financial Institution Bonds/Crime
  • Independent Review Committee
  • Kidnap & Ransom
  • Loss Mitigation Protection
  • Professional Liability/E&O
  • Property & Casualty
 

Our Dedicated Team Serving:

  • Distribution Networks
  • Family Offices
  • Financial Advisors
  • Financial Institutions, such as banks, mortgage banks, insurance companies and pension plans
  • Financial Planners
  • Financial Services Agencies
  • Hedge Funds
  • Investment Fund Managers
  • Law Firms
  • Management Consultants
  • Managing General Agents
  • Portfolio Managers
  • Private Equity
  • Privately Placed Funds
  • Security Dealers
  • Third Party Administrators
  • Other Related Industries