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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® 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 July 26, 2012 is not in any way CalSurance Associates’ 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.

 

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Coverage effective 12/1/2020 and later

Instant Application, Quote and Purchase
Outline of Coverage
Frequently Asked Questions
Specimen Policy

Coverage effective 5/1/20 to 11/30/2020

Instant Application, Quote and Purchase
Program Highlights
Frequently Asked Questions
Specimen Policy

Member Benefits

Member Benefits

Disclosure

Disclosures

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News Library

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