Financial Institutions

Find Out More

JD Fulwiler & Co. Insurance Risk management assists your company to identify, analyze, control and finance a broad range of risks, and in turn improves your ability to meet client expectations and ensure continued prosperity and growth. Please contact us for more information.

Toll free at 800.735.8325.

Financial Institutions

There’s never been a more challenging time for an already complex insurance specialty–insuring the exposures of financial institutions. Unexpected loss due to fraud, robbery, counterfeiting, cyber theft, is only the beginning. Lawsuits against Directors & Officers and Lender Liability claims are reaching significant levels.

If your financial institution is operating in the global marketplace, you may have other exposures that can be mitigated by insurance coverage and risk management.

We led the way in broadening coverages and keeping the marketplace competitive for credit unions and have more than forty years’ experience in providing coverage and risk management assistance to our clients.

We work with A+ and A++ rated issuing carriers and deliver the best possible claims liaison. We are your advocate – we can help.

David Crowe
Director of Financial Institutions
Commercial Lines Account Executive

Keith Hattori 
Commercial Lines Account Executive

Specialty Coverage

The following is a sample list of some of the coverage available for financial institutions through our companies.

  • Financial Institution Bond (Fidelity)
  • Plastic Card
  • Directors & Officers Liability
  • Employment Practices Liability
  • Banker Professional Liability
  • Lender Liability
  • Fiduciary Liability
  • Full Property Casualty Package
  • Foreclosed Properties
  • Force Placed Insurance
  • Repossessed Auto
  • Mortgage E&O – Impairment
  • ID Theft
  • Cyber Liability (Red Flag)
  • Safe Deposit
  • Stamp Bond


I have worked with J.D. Fulwiler for over twenty years and it remains one of our most trusted business relationships.

William Hatcher
CEO A to Z Wineworks / REX HILL

JD Fulwiler serves as the off-site insurance team for Options for Southern Oregon, Inc.This year, the commercial insurance team and benefits consultants were critical to our success as we faced the complexities related to a merger and occupying a new facility. Their anticipation of our needs and response to our questions has been exemplary.

Joann Gillyatt
Human Resource Director Options for Southern Oregon, Inc.

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