Securities & Investment Insurance

Financial Services Businesses Face Unique Risks

Baldon Insurance Group understands the evolving and complex risks you face. Financial institutions must balance increasing customer and employee demands, improving performance, and complying with changing laws and regulations. This exposes businesses to potential liabilities like never before.

Our dedicated team of industry experts, including underwriters, risk engineering consultants, claims specialists, and operations staff, are here to help financial institutions and service providers overcome these challenges.

Financial Institutions That We Serve

We provide protection for a variety of financial institutions, including:

  • Banks/Credit Unions
  • Commercial Lenders
  • Insurance Agents/Brokers
  • Insurance Companies
  • Investors
  • Private Equity Firms
  • Mortgage Bankers
  • Security Brokers
  • Real Estate Investment Trusts

Specialized Coverage Solutions Designed for Financial Services Businesses

Management and Professional Liability Insurance

To help protect against liability risks that your financial institution’s leaders face, we can offer:

  • Directors, officers and entity liability coverage (D&O insurance)
  • Errors and omissions (Professional Liability)
  • Employment practices liability (EPL) coverage
  • Fiduciary coverage
  • Crime coverage
  • General partners liability

Property Insurance

Our property insurance coverage helps protect your financial institution’s buildings, facilities, and business equipment. This includes valuable coverage extensions such as:

  • Accounts Receivable
  • Newly Acquired Property
  • Direct and Indirect Contingent Business Income
  • Utility Services Interruption

Optional additional coverages are available, including:

  • Cloud Computing Services
  • Professional Employee Replacement Expense
  • Business Personal Property at Remote Worker Locations

Mortgage Protection Insurance

This coverage addresses impairment and errors & omissions claims associated with a mortgage portfolio for lenders.

General Liability Insurance

General liability insurance helps protect against claims that your business caused bodily injury or property damage.

Workers’ Compensation Insurance

Workers’ compensation insurance helps your employees recover from work-related injuries or illnesses.

Umbrella and Excess Liability

This provides your financial services business with worldwide coverage and higher coverage limits.

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