Brought to you by




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.


Program Advantages Include:

  • 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


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



Instant Application, Quotes & Purchase Eff 12/1/2021 and later
Instant Application, Quotes & Purchase Eff 12/1/2020 - 12/1/2021
Outline of Coverage
Specimen Policy
Report a Claim
Member Benefits
Certificate Reprint
Adobe PDF File. If you have problems viewing any of the Adobe Acrobat Reader files, make sure you're using the latest version of Acrobat Reader. click here to download your free copy.