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... Prior Acts Coverage as a Registered Rep...provides a smooth transition to RIA Top Rated Carrier...coverage you...ect yourself as well? Learn more about RIA E&O Insurance and apply today at www.calsurance.com/ria.

...ales sector which would include Investment Advisors. Investment advisors and financial advisors are...e For more information on our Investment Advisor Insurance contact us tod...

...verage for BD’s and their registered representatives • Growth in ...– Insurance, Financial planning, RIA • Hedge funds • LPs, ...

At Calsurance we are specialized in Insurance Agent Errors and Omissions Insurance. We have over 30 years of working with both Property & Casualty and Life & Health. We will strive to find the proper program to fit all your business needs. Insurance Agent Errors and Omissions possible coverage includes: • Professional Liability • Personal injury • False Arrest • Invasion of Privacy • Slander • Defamation • Malicious Prosecution Should a claim arise CalSurance offers the coverage to help reduce your costs. Although, most dedicated agents are thorough, they are still susceptible to a claim arising out of an Error and Omission. For more information on out Insurance Agent Errors and Omissions Insurance contact us today!

...for the failure to render the appropriate legal professional services. CalS...

Business Insurance for Life Agents Get critical coverages no business should be without. CalSurance Associates Business Insurance Coverages include: BUSINESS OWNERS POLICY (“BOP”) - Combines a comprehensive General Liability and Property coverage in one simple policy. Now you can defend your business from financial loss and unforeseen disasters with core protection from a company you can trust. WORKERS' COMPENSATION POLICY - Provides coverage to employers for benefits to employees for work related injuries or illnesses that cover medical expenses, lost wages, disability and benefits for families in the event of a fatality. COMMERCIAL AUTO POLICY - One of the most important aspects of your business. Some of the largest losses businesses suffer are a result of auto accidents. If you have salespeople working for you on the road, or have employees using your business autos (or their own) to conduct business for you, your company is at risk. UMBRELLA POLICY - Protects you from catastrophic losses. Although your business liability policies are designed to protect you from the majority of risks your business might face, they are not intended to cover catastrophic losses – some of which are unfortunately too common. Losses from a serious accident could exceed your business insurance limits and start to eat into your business assets. Learn more, speak with a specialist, and get a free, no obligation quote at: www.calsurance.com/businsurance

... program is designed to protect Registered Investment Advisors (RIAs), broker/...erformance, alleged deviation from investment strategies, administrative error...

There are approximately 10,000 registered investment advisors (RIAs) in the U...is required. If the advisor is SEC-registered, we also need Part 1 and 2 of th...