Avantax Program Enrollment
(Must be between 12/31/2024 and 12/31/2025)

Coverage Options
Basic 1M - $1M each claim / $1M aggregate each FP
Basic 2M - $2M each claim / $2M aggregate each FP
Basic 5M - $5M each claim / $5M aggregate each FP
Basic Plus 1M - $1M each claim / $1M aggregate each FP
Basic Plus 2M - $2M each claim / $2M aggregate each FP
Basic Plus 5M - $5M each claim / $5M aggregate each FP
Referral Financial Professionals E&O Basic 1M - $1M each claim / $1M aggregate each FP
Referral Financial Professionals E&O Basic 2M - $2M each claim / $2M aggregate each FP
Referral Financial Professionals E&O Basic 5M - $5M each claim / $5M aggregate each FP

Only individuals who received the Referral E&O kit and meet the Referral FP criteria are eligible to select one of the Referral options. If you make an incorrect selection, you will be contacted to change the selection and will be required to pay the higher participation fees.

All coverage options include the Cyber Liability coverage, see coverage highlights for additional details.