It's easy! You know financial planning, we know insurance.

  • EXPERIENCE50 years
  • CHOICESTop-rated
  • QUOTESReal-time

What you do adds up to a great business.

Mylo can help you protect it because we understand the unique needs you have as a financial planner. We can guide you to the most affordable ways to look out for your business - so you don't leave any protection you need on the table.

For starters, we'll show you what kinds of coverage are typical for the 277,600 financial planners in the US today. And when you're ready, we can customize a plan specifically for you.

Ready to chat with a licensed advisor? It’s easy …

All we need to get started

Because you're a financial planner ...
We think you'll need:
  • PL

    You control large sums of money and have a higher risk of lawsuits connected to investment advice that didn’t live up to expectations – or may have been wrong for your client’s situation.

    Professional Liability

    Protects you from handling the entire cost of defending against a complaint about your service or work. Sometimes called Errors and Omissions.

  • BOP

    You’ll want to be prepared if someone’s hurt in your space. You’ll also want to look out for your valuable papers and records – and be ready if a fire or disaster slows down your business.

    Business Owners Policy

    A money-saving combo of 3 important policies - General Liability, Property and Business Interruption insurance. Covers bodily injury and property damage caused by your business and lawsuits related to your communications. Also helps replace lost property and cover lost work time.

  • WC

    Many states will require you to cover your employees if they’re injured on the job, which could include repetitive motion injury, eye strain or back strain, or stress and trauma from high-pressure assignments.

    Workers' Compensation

    Provides lost wages and medical benefits to your employees injured on the job.

  • CR

    Employee dishonesty can pose a big risk to your clients' money and records and expose them to embezzlement and other crimes.


    Compensates your clients for financial damages your employees cause. (Sometimes called Employee Dishonesty or Fidelity Bond.)

  • CY

    You’re vulnerable to hackers because of the sensitive data on your computer and servers.


    Covers the theft of personal data from individual clients. May also include the theft of trade secrets from commercial clients. Chat with a licensed Mylo agent to find out what’s right for you.


What might you pay?

Because financial planners need different kinds of insurance (depending on their physical space, amount of property, number of employees and more), their overall costs will vary. But here's a ballpark. Based on a sampling of financial planners, covering a business like yours usually ranges from $742 to $3,077 annually. Mylo can help you find an affordable package where you only pay for the coverage you need. (Nothing more, nothing less.)

Mylo Insurance Compare Online

Top 3 reasons to choose Mylo:

  1. Experience

    We're part of Lockton, the world’s largest independent insurance broker, connecting people to top-rated plans for 50+ years. We're pros at knowing what your business needs.

  2. Guidance

    Our friendly licensed agents screen top-rated plans from the most trusted providers around - and guide you to the best combo of comprehensive coverage and affordable price.

  3. Convenience

    You save serious time and effort by comparing a wide range of plans tailored to you in one convenient place. Call us to see how surprisingly easy it can be!