NAPLIA has been a longstanding supporter of the CFDD. Their Advisor Conference is one of the best educational programs available to advisors, consistently providing leading edge material and perspectives.
Framingham, MA (PRWEB) July 08, 2014
North American Professional Liability Insurance Agency LLC (NAPLIA) and the Center for Due Diligence (CFDD) have partnered to provide exclusive programs and professional liability (E&O) insurance discounts to retirement plan advisors who attend the CFDD’s 2014 Advisor Conference.
The CFDD’s 2014 Advisor Conference offers unique attendee benefits, including:
- No cost policy reviews
- Significant discounts for Advisors & their Plan Sponsor clients (up to 25%)
- Errors and Omissions (E & O)
- Directors and Officers (D & O)
- ERISA & Fidelity Bonding (Sponsors & Advisors)
- Plan Sponsor Fiduciary Insurance
- Expanded coverage
- Personalized E & O and Bonding policy consultation
- Exclusive White Papers on 3(16) Outsourced Services, Fiduciary Warranties and more
- Retirement Plans advisory focused conference agenda
“NAPLIA has been a longstanding supporter of the CFDD. Their Advisor Conference is one of the best educational programs available to advisors, consistently providing leading edge material and perspectives,” said Gary Sutherland, NAPLIA CEO. According to Mr. Sutherland, “Carriers have recognized the superior content and it has helped us negotiate expanded coverage and fill the gaps. To my knowledge, the CFDD is the only conference facilitating insurance discounts for advisor attendees.”
“The CFDD’s Advisor Conference has always offered more content, value and CE than any other retirement plans advisory conference,” said Phil Chiricotti, CFDD President. The CFDD’s broad CE includes core, hard to get ethics and accounting. Texas-based professionals will also benefit from insurance and legal CE. According to Mr. Chiricotti, “The value added by NAPLIA could include significant discounts and expanded coverage for advisors and their clients.”
Chiricotti further notes that, “Approximately 50% of advisor E & O coverage is substandard and more than 50% of the insurance salespeople lack specialized knowledge in this area. RIA/IAR type policy premiums generally range from $3,000 to $30,000 and the savings could be as high as 25%, far more than the cost of attending CFDD ’14.” The additional coverage could also help distinguish advisors during finals presentations.
CFDD ’14, Enhancing Margins, Enterprise Value & Motivating Sponsors To Implement Your Recommendations, is a premier educational and networking event for the retirement plans advisory industry. Hosted at the Grand Hyatt San Antonio River Walk Hotel, the October 15-17, 2014 advisor conference offers unmatched content, value and CE in an ideal networking environment.
To register or get more information on CFDD ’14, go to: http://www.thecfdd.com/CFDDconference2014. After your registration is complete, details on your personalized consultation will follow. For more information on NAPLIA, go to: http://www.naplia.com/CFDD.
NAPLIA is an independent, national insurance agency that provides professional liability, errors and omissions insurance and consulting services. Clients include Investment Advisors, Third Party Administrators, Broker-Dealers, RIAs and other corporate clients. Established in 1998, NAPLIA has become a leading provider of professional liability insurance through customer education. NAPLIA has been named to the Inc. 5000, fastest growing private companies, for five consecutive years. NAPLIA is a proud member of the Professional Liability Underwriting Society (PLUS), the Better Business Bureau and holds the highest rating from Dun & Bradstreet for companies of their size. For more information, visit http://www.naplia.com.
About The Center for Due Diligence:
The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving the retirement plans advisory industry. The CFDD focuses on providing unbiased resources, industry leading conferences and ERISA Advisor Evaluation services. The CFDD’s annual Advisor Conference is the premier educational and networking event for the retirement plans advisory industry. For more information, contact: CFDD, PO Box 8, Western Springs, IL 60558. We can be reached by phone at (630) 662-0284, by fax at (630) 662-0286 and by email at CFDD@TheCFDD.com. You may also visit our conference homepage at: http://www.thecfdd.com/CFDDconference2014.