Become a Capital Shield® Agent

Find out how you can join Capital Shield® team of agencies to provide value to your high net worth individuals clients

Agency Info

Capital Shield® is a Fidelity Insurance policy underwritten by W.R. Berkley that protects an investor in the event their asset manager, hedge fund manager or investment advisor embezzles the investor’s funds.

Capital Shield University

Capital Shield®Training

Capital Shield Training is available in video format for faster learning on how to sell Capital Shield policy to high network worth individuals and families.

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What's covered?

Learn more details on what types of embezzlement cases are covered or not covered by Capital Shield policy

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Agency Marketing Collateral

Download brochures and marketing material for distributing to your clients

Download Collateral

Rick Barry

Lori Van Dusen