Investment And Professional Risk Insurance

eShareholder Insurance

In partnership with an A+ rated insurance company, eShareholder Insurance, a subsidiary of NetWorth Services, offers investment and professional risk insurance products and services that are available to tax professionals, institutional investment firms, broker-dealers, and other financial entities.

  • Professional risk insurance eliminates liability in investment and tax reporting errors
  • Investment protection for shareholders against declines in the market
  • Insurance plan to protect your retirement plan from loss
  • Annuity products and estate planning products customized for shareholders