Welcome to the HD Vest Professional Liability Insurance Program website for HD Vest Advisors administered by Aon’s Affinity Insurance Services, Inc.

Errors & Omissions (E&O) professional liability insurance is designed to protect you against claims arising from negligent acts in the performance of your professional services. As you face new and more complex exposures, the need to protect yourself is as important now as it ever has been.

We live in a litigious society and E&O coverage is important in helping to protect not only your assets, but your reputation as well. You need E&O insurance that is simple, affordable and effective. This website provides information about coverage available to HD Vest Advisors.

HD Vest team

Enrollment Instructions:

  1. In the left hand side bar, click Enrollment
  2. Select desired plan
  3. Enroll and pay
    • To pay by credit card, complete the online enrollment form.
    • To pay by check, scroll down to the bottom of the enrollment page for pay by check instructions.
  4. Certificate issued within 48 hours. 
  5. Login to My Account feature can be used after receipt of your certificate of insurance.