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 AM Best A+ (Superior) 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
• Each policy receives a $25k sublimit for Data Incident Response Expense at no charge.

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

For more information, please 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

*The information obtained from A.M. Best dated October 17, 2019 is not in any way CalSurance’s warranty or guaranty of the financial stability of the insurer in question, and that the information is current only as of the date of the publication.