#1 Insurance Agency For Funds, Trusts, And Other Financial Vehicles

423-763-1111

Funds, Trusts, and Other Financial Vehicles

Insurance for funds and trusts.

For funds, trusts, and other financial vehicles, The Southern Agency offers insurance solutions that cover asset management, liability, and operational risks. Our policies help secure your financial instruments and maintain management stability.

We're here to help you secure the best policy to meet your specific needs.

What types of funds and trusts do we insure?

And many more!

Which NAICS codes do we serve?

Pension Funds (525110)
Health and Welfare Funds (525120)
Other Insurance Funds (525190)
Open-End Investment Funds (525910)
Trusts, Estates, and Agency Accounts (525920)
Other Financial Vehicles (525990)

Ready to experience the difference?

WHY CHOOSE THE SOUTHERN AGENCY

1. Independent & Unbiased

We will work hard for you to ensure that you get great coverage by comparing multiple carriers.

2. Tailored Solutions

Every business has different needs—we help you customize your policy to match your industry and risk exposure.

3. Competitive Rates

We represent 40+ carriers—providing you with many coverage options to fit your budget.

4. Dedicated Support

Our team is here to support you with service after the sale—quick response, excellent claims handling, and friendly assistance.