Trade PMR Sponsored E&O Program
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 with an AM Best A+ (Superior) rated carrier* 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.
Enroll Now 12/1/2024+The program offers comprehensive coverage at a competitive price. Coverage includes:
Coverage is provided for activities of RIAs, as well as life, accident and health agent activity
Coverage options for Prior Acts as a Registered Representative, Network Security (Cyber), Social Engineering and Employee Theft available
Each policy receives a $25k sublimit for Data Incident Response Expense at no charge with the ability to purchase higher limits
Premiums as low as $1,250
Individual firm limit options, no sharing limits with other firms
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 March 11th, 2024 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.