Avantax Program Enrollment
(Must be between 5/1/2024 and 12/31/2024)

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