About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

Advisory Services

×
Alliant Insurance Services, Inc.
As a valued CDFA member, you have access to the Alliant Insurance Services Management Liability Insurance Policy, designed specifically for CDFIs and CDEs. Click the button below to schedule a free consultation with our team.

About Alliant Insurance Services:

Alliant Insurance Services is the nation’s leading specialty broker. In the face of increasing complexity, our approach is simple: hire the best people and invest extensively in the industries and clients we serve. We operate through national platforms to all specialties. We draw upon our resources from across the country, regardless of where the resource is located.

Specialized Product Offering:

Directors’ and Officers’ Liability Insurance (D&O) – Protects CDEs and CDFIs as an organization, its previous, present and future Directors, Officers, employees, volunteers, and Trustees.
Employment Practices Liability Insurance (EPLI) – Protects against claims such as wrongful termination, discrimination or harassment from employees and volunteers.
Professional Liability Insurance (E&O) – Protects against claims alleging errors and/or omissions resulting from the packaging and servicing of the New Marketing Tax Credit loans, and other similar loans.
Cyber Liability Insurance (Limited) – Protects against losses from a variety of cyber incidents.
Stand-Alone Cyber Liability Insurance – A more comprehensive policy covering a broader range of cyber threats.

Meet your Alliant Team

Barry Peters
Executive Vice President
Rey Lavilla
Underwriter
Contact Alliant Insurance Services, Inc. directly with the button below to schedule a free 30-minute call about their services.

Direct Connect
Becoming a National Sponsor
If you are interested in becoming a sponsor or learning more about our sponsor program, click here to get in touch with us!