Join risk management discussion hosted by Nitrogen and AiK2 Insurance Services, a P&C broker that specializes in insuring RIAs and their high-net-worth clients.

If you’re a firm that has remote employees, doesn’t have in-house legal counsel, is acquiring a firm, wires money, has a broker dealer, performs tax preparation work, sells commissionable products, manages ERISA plans, has a private fund, or owns office property – this webinar is for you. These are just a few of the ‘beyond the custodial mandates’ gaps that some brokers miss when securing coverage for RIAs.

To support their mission to bring transparency and cost-savings to the insurance buying process, AiK2 conducts a live audit of previous coverages of a prospect turned client and show the gap analysis they provided that saved the client over $24k while also increasing coverage.

Watch the discussion to learn:

• 5 common gaps that most brokers miss when insuring RIAs
• 5 changes that firms make that they don’t know impact coverage
• 3 things you can implement today to help you get the best rate at renewal

Start the year off feeling confident that your clients and your firm are protected for all the ways that you do business.

To learn more about the Nitrogen and AiK2 partnership please visit: https://aik2.com/nitrogen/

Meet the speakers