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.

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. Since many advisors are also selling fixed life accident and health insurance, coverage is provided for activities of RIAs, as well as life, accident and health agent activity. It also offers coverage for prior acts as a registered representative (prior to the RIA's first enrollment in this E&O program) provided there was continuous coverage from the date of error for an additional premium.

Trade PMR is not the named insured, policyholder, or underwriter and does not endorse any insurance offering over another.

For questions, contact CalSurance at:
Phone:     (800) 745-7189
Fax:         (714)367-7829
E-Mail:     ria@Calsurance.com
Customer Service Hours:  Monday - Friday
                                        7 a.m. to 5 p.m. PST

*Trade PMR and CalSurance are not affiliated. All errors and omissions insurance is offered exclusively through CalSurance. Trade PMR does not offer errors and omissions insurance. Trade PMR is a member of FINRA/SIPC.