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Consulting & Financial

Insurance Advice for the Advisors

Business Insurance for Consultants and Financial Advisors

What happens if your work computers are stolen or damaged? Your office is damaged by a fire or vandalism? An employee or client is injured in your office? You spill a cup of coffee on a client’s laptop damaging equipment and destroying data? You are sued for advertising mistakes?

So many unexpected things can go wrong that can cost your business a lot of money—even threaten the existence of your business—if you don’t have the proper insurance for your consulting services business. B2Z personalizes insurance for consulting services to help protect small financial service firms and consulting businesses from many of these potential events. If your business qualifies, B2Z offers you affordable insurance specifically designed for financial advisors and other consultants.

B2Z Insurance works with the following types of consulting and financial firms:

We Know You Have Questions .... You Know We Have the Answers

  1. Q
    Why do I need insurance for my consulting or financial business?
    A

    Owners of small financial and consulting businesses need business insurance for consultants to protect them financially in case an employee or client is injured in the office, a client’s property is accidentally damaged while the firm is on the job, a fire occurs, equipment is stolen or damaged, a lawsuit arises from an advertising error and more. If your business is not protected, you may be on the hook for costs that are large enough to threaten the existence of your business.

  2. Q
    What does small business insurance cover for my consulting or financial business?
    A

    Workers’ Compensation insurance for consultants is required in almost every state, but even if it weren’t, you need coverage for medical fees arising from on-the-job injuries and illness as well as coverage for legal fees from any lawsuits that may result. We also recommend that every small business purchase a Business Owner’s Policy (BOP). This product combines property and liability insurance plus additional coverages to protect your business from expenses resulting from covered events including property damage and bodily injury. You may want to consider adding optional coverages to protect against data breaches, professional liability and other losses.

  3. Q
    How do I purchase small business insurance for my consulting or financial business?
    A

    Choose the insurance company that makes understanding coverage and purchasing a policy so easy. That company is B2Z Insurance. To find out if you qualify for a policy through us, we need just a few details about your business. If you qualify, we personalize a policy that meets your needs and set up a suitable payment schedule. You review the policy and purchase quickly and conveniently online. It’s never been easier to purchase business insurance for financial advisors and consulting services!