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Financial Institutions

Financial Institutions have unique exposures that make it necessary to acquire a broad spectrum of insurance coverages. Whether you are a credit union, private equity firm, or a community bank, your business requires and deserves the upmost care and dedication from your insurance brokerage. At Worthy Insurance, we are dedicated to finding comprehensive coverage options at an affordable rate to help your financial institution thrive. Whether it is protection from claims and lawsuits made against the company or its directors and officers, Worthy Insurance has the ideal option for you. Contact a Worthy Insurance broker today for a well-rounded and comprehensive insurance package that will keep your business secure and successful.

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Financial Institutions Coverage Areas


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Asset Managers

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Mortgage Brokers

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Private Equity Firms

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Venture Capital Firms

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PACE Lenders

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Tax Lien Buyers

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Banks

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Credit Unions

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Financial Institutions Coverages

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Asset Managers

As an asset manager, you are responsible for expertly managing your client’s investments. With such immense responsibilities, clients expect and require their asset managers to be detail-oriented, dedicated and display reliable customer service. Worthy Insurance would like to offer you the same service. With our team of dedicated insurance professionals, Worthy can manage all your insurance needs including D&O, EPLI, Fiduciary Liability, Mutual Fund Bonds and much more. Contact a Worthy Insurance representative today to receive superlative customer service, care and attention.

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Mortgage Brokers

As a mortgage broker, you are responsible for brokering the relationship between the bank and individuals or businesses seeking loans. With such a large client base and responsibilities, clients expect and require their mortgage brokers to be efficient, timely and dedicated to their cause. Worthy would like to offer you the same dedication and loyalty. With our team of committed professionals, Worthy Insurance can design mortgage broker’s insurance plans and help manage all your insurance needs including D&O, EPLI, The Mortgage Company Professional Liability, Mortgage Banker Bonds and much more. Contact a Worthy Insurance representative today to receive professional service and dedicated customer attention.

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Private Equity Firms

The insurance needs of private equity firms are vast and oftentimes extremely complex. With astronomical goals and responsibilities of growing a strong portfolio, it is imperative that these firms hold the appropriate amount of insurance coverage to protect their assets and to make sure your investments are carrying the proper insurance. Worthy Insurance offers our team of devoted professionals to manage all your private equity firm’s insurance needs, including Professional Liability, Directors and Officers, Employment Practice Liability, Data Breach, Crime and much more. Contact a Worthy Insurance representative today to find out about the right insurance plan that will suit your needs while receiving excellent customer service.

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Venture Capital Firms

Venture Capital Firms are not afraid to take a risk as risky business composes the majority of such a company’s business operations. In order to keep your assets protected, venture capital firms will require a comprehensive insurance package including D&O, E&O, EPLI and more. Worthy Insurance offers our team of enthusiastic professionals to manage all your firm’s insurance needs. Contact a Worthy Insurance representative today to receive outstanding customer service, care and consideration.

PACE Lenders

As more business and homes are looking towards clean energy throughout the United States, the “Green” insurance marketplace has evolved. Worthy works with several of the top PACE Lending Companies throughout the country for their insurance needs. Our brokers will help you protect your business and assets with coverage options such as Professional Liability, Mortgage Impairment, Directors and Officers, and more. We offer our team of enthusiastic professionals to your business to advise you on the best insurance plan that fits clean energy business. Contact a Worthy Insurance representative today to receive outstanding customer service, care and consideration.

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Tax Lien Buyers

Tax Lien Buyers have a variety of exposures that need covered. Worthy Insurance offers a team of enthusiastic professionals that can provide the right guidance on the insurance needs of a tax lien buyer and manage all your business’s insurance needs. Contact a Worthy Insurance representative today to receive outstanding customer service, care and consideration.

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Banks

Whether a local community bank or a regional banking provider, you provide a myriad of services to your clients that range from accepting deposits, making loans and more. Wouldn’t you like to see your assets protected as well? Allow Worthy Insurance to mirror your own dedication, professionalism and sharp eye while keeping you, your staff and your clients protected with a comprehensive insurance package. Worthy Insurance offers a full menu of insurance coverages to choose from, letting you tailor your bank insurance program to your specific needs. Let Worthy Insurance focus on keeping you and your business safe with coverage options including banker’s professional liability, financial institution bonds, crime insurance, directors & officers, cyber liability, force placed insurance, and more.

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Credit Unions

As a Credit Union, it is imperative to keep your assets protected. With unique and specialized insurance needs, an insurance program for Credit Unions require the utmost care and attention. A comprehensive Credit Union insurance program might include the following: force placed insurance, mortgage impairment, professional liability, crime and more. Worthy Insurance boasts a team of enthusiastic professionals that can manage all of your Credit Union’s insurance needs. Contact a Worthy Insurance representative today to receive outstanding customer service, care and consideration.

Contact Worthy Insurance Today