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Lockton Professional Insurance offers liability insurance solutions for financial professionals. If you’re looking for insurance for accountants, CPA liability insurance, Attorney liability insurance, insurance for RIAs or coverage for your credit union, we make finding the right policy easy.

Not your standard-issue insurance policy

At Lockton Professional, we’re laser-focused on insurance for financial professionals such as CPAs, Accountants, RIAs, Investment Advisors, credit unions, and the specialized insurance for Attorneys. By keeping our focus narrow, our consultants have decades of dedicated experience, knowledge and expertise providing insurance protection for professionals just like you.

360° comprehensive coverage

What’s it mean? It means we’ve made it easy.

We’ve packaged Professional Liability Insurance, Cyber Liability Insurance and General Liability Insurance into one all-inclusive bundle to protect your company, employees and offices. Just one call and you have the coverage you need for:

  • Accountant Insurance
  • CPA Insurance
  • Investment Advisor Insurance
  • RIA Insurance
  • Financial Advisor Insurance
  • Credit Union Insurance
  • Attorney Insurance

Risk management strategies

We go further to protect you than just your policy. We provide risk management consultants and resources aimed to help certified public accountants, registered investment advisors and lawyers minimize their business exposures and risks.

Top-notch partnerships

Your company benefits from our partnerships with specialty insurance carriers rated “A” or higher by A.M. Best, for the highest standards of underwriting and claims service. And, by being part of Lockton Affinity, we have some of the best negotiating power in the industry (which means you get better rates).

Personal service

The backbone of Lockton Professional is customer service. We’re excited to serve you and your business.

We invite you explore from the industries below. Click to learn more about the Professional Liability Insurance solutions we offer, and request a free, no-obligation quote from our experienced team today!

learn more about lockton affinity

At Lockton Professional, we offer commercial insurance solutions designed to protect your company, employees and facilities. But we know you’re looking for more than just another insurance policy. With us, you’ll benefit from business solutions and risk management strategies that really make a difference, supported by 360° comprehensive coverage from carriers rated “A” or higher by A.M. Best. Most importantly, you’ll get personal service from knowledgeable professionals who really listen.

Let’s get started. Choose your industry from the options below to learn more.

  • professional liability insurance for credit unions
  • professional liability insurance for architects and engineers
  • professional liability insurance for attorneys
  • professional liability insurance for financial professionals
  • professional liability insurance for accountants

contact Lockton Professional

What Our Customers Are Saying next prev

  • Lockton Professional’s understanding of, and experience in the retirement advisory industry enables them to respond quickly to the needs of our CEFEX certified affiliates. Tom Schrandt and his team, most maintaining the AIF designation, designed an insurance program which not only significantly lowers premiums for our member firms, but more importantly, offers the most comprehensive coverage available in the marketplace today. Lockton’s unmatched experience and strong carrier relationships are just a couple reasons why CEFEX has carefully chosen them as our valued partner in the insurance industry.

    Carlos Panksep, Managing Director, CEFEX

  • Tom Schrandt and his team at Lockton Affinity, LLC bring both efficiency and expertise to the table. Not only do they meet our insurance needs in a timely fashion, striving to bring us the most economical deal, but they also bring expertise to the table in the ERISA arena, something rare to find in the industry. We have worked with Tom and his team for several years and we look forward to continuing to work with him in the future.

    Jason C. Roberts, CEO, Pension Resource Institute

  • Working with Lockton Affinity was a pleasure. I found them to be knowledgeable and professional. They place an emphasis on client service, and I felt my best interests were a priority. It’s the best of both worlds when you work with such a large, established company, yet have the confidence that you’ll receive the personal attention you expect.

    Tom Henell, President , Smart Creative Business, LLC

Does your business enforce a Bring Your Own Device Policy?

Companies in the financial industry are becoming more and more susceptible to the threat of cybercrime. In addition to Cyber Liability Insurance, companies need to take as many precautions as possible, like enforcing rules around Bring Your Own Device (BYOD) Policies.

Allowing employees to bring their own devices to the office or use their

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10 Frequently Asked Questions about Cyber Liability Insurance

Companies in the financial industry are increasingly vulnerable to the menace of cybercrime. Cyber criminals are smart, and even businesses that take preventive measures can still find themselves vulnerable to a determined hacker. Learn all you need to know about protecting your company and clients with these frequently asked questions.

What is Cyber Liability

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