Registered Investment Advisors 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 NowThe program offers comprehensive coverage at a competitive price. Coverage includes:
Premiums as low as $1,250
Coverage options for Prior Acts as a Registered Representative, Network Security (Cyber), Social Engineering and Employee Theft available
Each policy receives a $25k sublimit for Data Incident Response Expense at no charge with the ability to purchase higher limits
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
Notices
*The information obtained from A.M. Best dated March 11th, 2024 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.