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Trade PMR Sponsored E&O Program

Errors and Omissions insurance coverage is a necessity for any professional in today's litigious society. CalSurance® has worked with Trade PMR to offer Trade PMR’s RIA clients a competitive Errors and Omissions program with an AM Best A+ (Superior) rated carrier* The group E&O Program can provide RIAs easy access to insurance with eligibility for the vast majority of advisors at very competitive rates. Multiple limit options enables the RIA to pay only for coverage they need with competitive premiums.

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

Coverage is provided for activities of RIAs, as well as life, accident and health agent activity

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

Premiums as low as $1,250

Individual firm limit options, no sharing limits with other firms

Flexible payment options

Standard $5,000 deductible

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Important Documents:

  • Frequently Asked Questions

    Outline Of Coverage

    Specimen Policy


Important Documents:

  • Frequently Asked Questions

    Outline Of Coverage

    Specimen Policy


*The information obtained from A.M. Best dated March 16th, 2023 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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