We started as a continuing education company in 1989 and it wasn’t long before we realized the need for
an association focusing on litigation prevention exclusively for Financial and Insurance Professionals.
There were so many gaps in Errors & Omission insurance that we knew there had to be a better way to preserve the industry from the staggering rise in legal claims. So we expanded our services to provide
legal referral services, defense and comprehensive insurance to individuals and firms with a single motto
in mind – always place litigation prevention first. Our goal was not only to prepare but to provide resources that would actually increase the potential of prevailing in a claim.

Today we are one of the fastest growing professional associations in the country. Our members enjoy
exclusive benefits that are unparalleled in the industry and these extensive benefits have allowed our
members to build successful practices apart from the fear of litigation. These gifted professionals have reversed the frightening trends of this industry and found true protection. We’re pleased to offer this
one-of-a-kind association and hope that you too will soon be among the elite.

Learn more about our Defense plan ONLY program.