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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.

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

contact Lockton Professional

Why is Fiduciary Coverage Needed?

The day-to-day duties of financial professionals are changing rapidly. With more and more solutions available for clients and vast regulatory reform, the role of financial professionals will continue to change.

One way to protect yourself and the additional roles you take on is Errors and Omissions (E&O) insurance with Fiduciary Coverage.
 What is Fiduciary

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The Importance of EPL Insurance

What is EPL Insurance?
Employment Practices Liability Insurance will cover you for the costs stemming from claims associated with the employment process.

EPL Insurance coverage reimburses your business for the cost of fighting employee allegations in court, regardless of the outcome, as well as judgments or settlements that result.
 Why Do I Need EPL

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