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CalSurance

Leading provider of Errors & Omissions Insurance programs for Registered Investment Advisors (RIAs). Partners with AM Best A+ (Superior) rated carriers. Featured on Interactive Brokers RIA compliance center. Offers competitive RIA E&O with deductibles starting at $1,500.

Overview

Pricing Model
other

Products & Services

E&O for Insurance Agents

b2b

Errors and omissions insurance for insurance professionals

  • Customized Coverage
  • Turn-Key Administration
  • Group Programs

E&O for Investment Advisors

b2b

Professional liability insurance for RIAs

  • Investment Advisor Coverage
  • Customized Solutions
  • Nationwide

Company Information

Legal Name
CalSurance Associates
Headquarters
Orange, California, United States

Competitive Analysis

Proposition: 60+ years specializing in E&O for insurance agents and financial professionals

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