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When is it Enough? Determing Proper Insurance Coverage Levels with Markel

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Includes a Live Event on 07/14/2021 at 12:00 PM (MDT)

Financial planning can be filled with uncertainty. For example, a misunderstanding or mistake with a client can lead to your client relationships being damaged or potential legal liability. Given this uncertainty, it’s important to consider what type of insurance coverage options you may need to protect your financial planning business.

Please join us to discuss the evolving landscape of investment adviser litigation and discuss the solutions available via risk transfer. Markel has insured registered investment advisers for over 30 years with a strong reputation in the community. 

Travis Pearson

Senior Director, Commerical Financial Institutions

Markel Specialty

Travis Pearson is Senior Director, Commercial Financial Institutions for Markel Specialty, a division of Markel Corporation. Travis develops products, manages rates, assists in distribution, and ensures compliance with state and federal regulations. Before joining Markel in 2009, Travis was Senior Underwriting Officer, Financial Institutions at Chubb. He has worked in the insurance industry since 1997 and earned designations including AIAF, AIDA, and ASLI. Travis completed his undergrad at Illinois Wesleyan University and master’s degree at Northwestern University. He is Chair of the board of directors for the Henrico Economic Development Authority and a board member of the Henrico Education Foundation.

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When is it Enough?
07/14/2021 at 12:00 PM (MDT)   |  60 minutes
07/14/2021 at 12:00 PM (MDT)   |  60 minutes Financial planning can be filled with uncertainty. For example, a misunderstanding or mistake with a client can lead to your client relationships being damaged or potential legal liability. Given this uncertainty, it’s important to consider what type of insurance coverage options you may need to protect your financial planning business. Please join us to discuss the evolving landscape of investment adviser litigation and discuss the solutions available via risk transfer. Markel has insured registered investment advisers for over 30 years with a strong reputation in the community.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available