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RIA Sponsored E&O Program

Errors and Omissions insurance coverage is a necessity for any professional in today's litigious society. CalSurance® has worked with an AM Best A+ (Superior) rated carrier* to offer Registered Investment Advisors (RIAs) a competitive Errors and Omissions Insurance program

Enroll Now for a 12/1 and later Eff Date

The program offers comprehensive coverage at a competitive price. Coverage includes:

Premiums as low as $1,250

Individual firm limits, no sharing limits with other firms

Multiple limit options

Life Insurance Agent coverage at no additional costs

Flexible payment options

Standard $5,000 deductible

Coverage for Prior Acts as a Registered Representative available

Each policy receives a $25k sublimit for Data Incident Response Expense at no charge.

Contact Us

Info@Calsurance.com

Call Us

800-745-7189

Quick links

Coverage effective 12/1/2020 and later:

  • Outline of Coverage

    FAQs

    Specimen Policy

Coverage effective 5/1/20 to 11/30/2020:

  • Program Highlights

    FAQs

    Specimen Policy

Additional Resources:

  • Business Protection Tips

    Choosing an E&O Policy

    To Be or Not to Be (a Fiduciary)

Quicklinks


Coverage effective 12/1/2020 and later:

  • Outline of Coverage  

    FAQs  

    Specimen Policy  

Coverage effective 5/1/20 to 11/30/2020:

  • Program Highlights  

    FAQs  

    Specimen Policy  

Additional Resources:

  • Business Protection Tips  

    Choosing an E&O Policy  

    To Be or Not to Be (a Fiduciary)  

Notices

*The information obtained from A.M. Best dated September 5, 2019 is not in any way CalSurance Associates’ warranty or guaranty of the financial stability of the insurer in question, and that the information is current only as of the date of publication.

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