Create a Customized Insurance Plan for Your Financial Services Organization

Financial services organizations face a wide range of risks and potential liability every day. Taking action to address these risks before they are realized is vital to the ongoing success and growth of your business.

At Watkins Insurance Group, we proudly serve financial services organizations throughout the US. Since 1949, we have helped develop customized insurance solutions for many types of financial services organizations, including:

  • Community banks
  • Credit unions
  • Mortgage lenders
  • Financial advisors
  • Mutual and hedge fund managers
  • Title companies
  • Payment processors

We tailor our services directly to your unique business needs to ensure you receive the detailed and customized advice you need to make informed and effective insurance decisions.

Choose the Products that Offer the Maximum Protection for Your Business

The sheer number of insurance products available on the market can be overwhelming. With our help, it doesn’t have to be. Our agents work closely with you to create a customized insurance solution that addresses each of your unique risks and potential liabilities.

Our staff offers advice on a wide range of insurance products, including:

  • Professional liability
  • Estate planning errors
  • Tax planning
  • Bill payment
  • Cybersecurity and data breach
  • Breach of fiduciary duties
  • Mergers and acquisitions
  • Board of directors’ concerns

We partner with a wide range of insurance providers to help you explore the most effective insurance solutions for your business.

Cutting-Edge Insurance Guidance

Insurance products for financial services businesses are constantly evolving to meet emerging risks and client demands. To provide the best possible insurance guidance for financial services organizations, our agents continually educate themselves on newly discovered risks, new approaches to traditional risks and more.

This commitment to knowledge gathering, combined with routine analysis of your business, allow us to offer the timely and relevant guidance you need to properly address all risks you may encounter.

Contact the Financial Services Insurance Experts at Watkins Insurance Group

At Watkins Insurance Group, we are committed to helping you create the most effective insurance solutions for your business. Contact us online or call 800-460-5932 to discuss protection plans for your financial services organization.