For insurance buyers, insurance agents and insurance wholesalers!For insurance buyers, insurance agents and insurance wholesalers!
CalSurance Associates, A Division of Brown & Brown Program Insurance Services, Inc.
Contact Us
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CalSurance Associates, A Division of Brown & Brown Program Insurance Services, Inc.
Contact Us
contact_phone Click to call

Investment Advisor Insurance

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 which would include Investment Advisors.  Investment advisors and financial advisors are at risk of being sued for service that they perform.

With over 30 years of experience, CalSurance Associates specializes in insurance placement, consultation and servicing for the financial sales sector.

The Investment Advisor Insurance Products Include:
 

• Limits up to $5 million (excess limits available if needed)
• Coverage for the firm, its advisors and other employees
• Comprehensive definition of professional services
• products from A rated carriers
• Combination policies including professional and fiduciary liability
• Options for employment practices liability
• Coverage for punitive damages (where allowed by law)
• Fidelity bonds
• Spousal Coverage


For more information on our Investment Advisor Insurance contact us today!

U.S. States Available

  • U.S. States Available:
  • Provider Type:
    General Agency
  • Admitted:
    0
  • Carriers:
  • Carrier Ratings:
    A or better
  • Commission:
    N/A
  • Min Premium:
    Varies

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CONTACT INFORMATION

LOCATION

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CalSurance Associates, A Division of Brown & Brown Program Insurance Services, Inc. has other insurance programs like Accounting Firm Insurance.