Insurance for Financial Services

When choosing an insurance provider, it’s important to pick a broker and risk management professional who understands your business. Our team has years of experience and has crafted insurance and risk management solutions to address your risks.

Liberty has access to a unique program for Alternative Asset Managers, Hedge Funds, and Private Equity Companies; which regularly saves over 30% on Workers’ Compensation premiums for our Clients

As our Client, we will provide risk management services to help reduce the chances of having claims and our team of onsite Claims Advocates will help get claims resolved faster while lowering reserves. A holistic approach is always required to achieve long term success.

Contact Us for a proposal, even midterm, to see how much you can save!

Our programs are backed by “A” rated insurance carriers and have been designed specifically with your business in mind. We also have access to all major global insurance markets.

We are here to consult with our clients to find the right risk management solutions for their business as we become an extension of your team.

We provide insurance to financial services companies of all shapes and sizes:
Insurance Products
    • Exclusive Workers’ Comp Program with a Dividend for good claims experience (excluding California)
    • Errors & Omissions
    • Directors & Officers
    • Workers’ Compensation
    • Cyber Liability
    • Crime Coverage/Fidelity Bonds
    • Fiduciary Coverage
    • General Liability
    • Automobile
    • Property
    • Employment Practices Liability
    • Group Employee Benefits
Risk Management Services
    • HR Support & Assistance
    • Safety Plans & On-Site Training
    • Ergonomic Assessments
    • Contract Review
    • In-house Claims Management & Advocacy Team
    • Risk Mitigation Consulting
For more information on our Financial Services or to receive a quote from our program, please contact us at: jaxel@libertycompany.com

Financial Services Flyer  


Jon brings over 29 years of experience to Liberty, with an extensive background in Property, Casualty, and Financial insurance products.

As the Financial Institution group practice leader, he is responsible for overall coverage, risk control, claims handling, and insurer/client relationships

Having focused on the needs of Financial Institutions for the past 20 years, Jon and his team have developed a deep understanding of the operational risks faced in the industry and cultivated insurance products and risk management support to meet those challenges.

Jon Axel
Partner/Financial Institutions Practice Leader
The Liberty Company Insurance Brokers
818.914.3994 | jaxel@libertycompany.com