primaryeopas.com

GUARDIAN AGENTS PRIMARY E&O ENROLLMENT SITE

Covered Activities Include:
• Securities transacted through Park Avenue Securities	• Accident & Health Insurance
• Life Insurance	• Disability Insurance
• Long Term Care Insurance	• Employee Benefit Plans, IRAs and KEOGH Retirement Plans
• Fixed Annuities (Equity Indexed Annuities)

Limits of Liability: $3,000,000 Each Loss / $3,000,000 Aggregate per Agent
Coverage Includes Excess Limit of $1,000,000 Each Loss / $1,000,000 Aggregate per Agent
All members share in a policy level aggregate of $100,000,000 / Excess policy level aggregate of $20,000,000
Retention: $500 each claim arising from sale/service of Guardian Life Products
$5,000 each claim arising from non-Guardian Life Products and Park Avenue Securities approved Products & Services

Are you Renewing or Enrolling with an 8/1/2025 effective date?

Yes No

Desired Effective Date
(Must be between 8/2/2025 and 7/31/2026)

If you currently have E&O coverage in another program and you are joining this program as a new enrollee, you need to pick an effective date on or before your current coverage expiration date to avoid a gap in coverage.

Proceed to Enrollment Form

For further information regarding coverage, policy exclusions and claims reporting, please refer to the Coverage Highlights and the FAQs.

For questions regarding the E&O Program, please contact:
Suzie Wittmann: Phone 949-349-9822 Email: Suzie_Wittmann@AJG.com

For certificate resend requests, please email Daniel Nguyen at Daniel_Nguyen@ajg.com