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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

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The 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

Contact Us

Info@Calsurance.com

Call Us

800-745-7189

Immediate action:

Enroll Now Quote

Quick links

Additional Resources:

  • Business Protection Tips

    Choosing an E&O Policy

    To Be or Not to Be (a Fiduciary)

Coverage Effective 12/1/2021 and later:

  • Outline of Coverage

    Frequently Asked Questions

    Specimen Policy

Quicklinks


Additional Resources:

  • Business Protection Tips  

    Choosing an E&O Policy  

    To Be or Not to Be (a Fiduciary)  

Coverage Effective 12/1/2021 and later:

  • Outline of Coverage  

    Frequently Asked Questions  

    Specimen Policy  

Notices

*The information obtained from A.M. Best dated December 4, 2020 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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