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RIA E&O Insurance


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


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 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


Apply for coverage online in minutes. For eligible applicants, coverage can be bound instantly!


For more information, please contact CalSurance Associates at 800.745.7189 or email at


This general product description is informational only and is not an offer or a quotation of coverage. Please refer to the policy for all terms, conditions and exclusions. All submissions are subject to underwriting. Coverage may not be available in all jurisdictions. CalSurance Associates, A Division of Brown & Brown Program Insurance Services Inc., 681 S. Parker St. Suite #300, Orange CA 92868, Domiciled in California, CA License #0B02587



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