We have a division (Financial Enterprises) dedicated to banks < $10 billion in assets and insurance companies <$500 million in capital. To learn about products available to those customers, please click on the Financial Enterprises link on the left Navigation.
For customers above the mentioned thresholds, please read below for products available for your segment.
Use our brainpower to help protect your financial power.
As a financial institution, you have millions of dollars in assets to manage and invest. Liability risks shouldn’t detract from your main task at hand. That’s why so many financial institutions like yours use Zurich’s management liability specialists to develop the right solutions to handle complex management and professional liability risks.
We provide financial institution liability insurance for banks, insurance companies, investment advisors, mutual funds and private equity partnerships. Our solutions include innovative blended programs that efficiently address multiple management liability risks, such as ZFusion®. It combines multiple coverages, such as employment practices liability, fiduciary liability and directors and officers (D&O) liability, in a single contract. We also offer leading-edge professional liability solutions designed specifically for banks, insurance companies and private equity partnerships. No matter how many complicated risks you face, Zurich’s financial minds will meet –and exceed--the challenge.
Lead Local Underwriter:
Frank Baron
Head of Diversified Financial Institutions Practice
Phone: 212-553-5423
E-mail: frank.baron@zurichna.com
For Diversified Financial Institusions Directors & Officers Liability insurance policy documents click here:
Application
Specimen Coverage
For Investment Advisor and Mutual Funds Professional Directors & Officers Liability Insurance documents click here:
Investment Advisor Application
Specimen Policy
To visit the local website click here.
