RIA Registrar E&O 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 enable the RIAs to pay only for coverage they need with competitive premiums. Coverage is available for activities of not only RIAs, but also those of life and health agent activity. This program renews annually on August 1st. Advisors may enroll in the program mid-term upon the effective date of expiring coverage and pay a pro-rata premium.
Enroll Now for Coverage Effective 08/01/2024 and AfterThe program offers comprehensive coverage at a competitive price. Coverage includes:
Low Premiums
Coverage for Network Security (Cyber), Social Engineering and Employee Theft at no additional charge
Broad Coverage
Easy Access to Certificates of Insurance
Multiple Limit Options
Flexible Payment Options
Standard $5,000 deductible
Contact Us
info@Calsurance.com
Call Us
800-745-7189
Notices
*The information obtained from A.M. Best dated June 16, 2023 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 publication.