Investment Advisor Errors & Omissions (E&O) Insurance
Investment Advisors are under growing compliance and regulatory scrutiny and continue
to be held to an ever-increasing level of professional duty. Individuals and firms
are increasingly at risk of being sued for the services they perform. Even when
lawsuits and claims appear to have little or no merit, the cost of defending those
allegations could severely impact the financial condition of an advisory business.
CalSurance Associates develops solutions to meet the industry's need for competitive
and affordable E&O insurance for Investment Advisors.
Errors & Omissions insurance protects advisors against losses due to an actual
or alleged negligent act, error or omission committed in the scope of their duties
as investment counselors/advisors.
CalSurance® is a proven leader in the business of providing Errors and Omissions
and other insurance liability products to firms and individuals in the financial
sales sector, including Investment Advisors, Registered Representatives and Insurance
Agents. With over fifty years of experience, CalSurance Associates specializes in
insurance placement, consultation and servicing for the financial sales sector.
CalSurance Associates consistently delivers cost-effective, customized E&O solutions
for Investment Advisors.
To learn more, please call (800) 745-7189 or email us at
info@calsurance.com.
Small to mid-size RIAs, please
click here to get an indication.