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...int Programs offers a dedicated Registered Investment Advisors (RIA) insurance program de...standard custody arrangements. Solo advisors through mid-sized multi-advisor f...

... 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...

CalSurance Associates, A Division of Brown & Brown Program Insurance Service, Inc., is a recognized leader in professional liability insurance sales, service and support. CalSurance Associates is an innovative and consultative organization with a focus in professional and management liability insurance. We provide insurance brokerage, group program management and administration, risk management, and loss prevention services. Founded in 1962, CalSurance Associates delivers over 50 years of proven experience and results, providing coverage and service to over 150,000 insured professionals. We are driven to find custom solutions that meet and exceed client needs. This focused approach combined with the talents and experience of CalSurance Associates employees has been the foundation of consistent growth and long term success. Our comprehensive professional liability/E&O insurance programs often include: • Competitive Pricing • Top Rated Carriers • Multiple Limit and Deductible Options • Dedicated Customer Care Team We look forward to serving your professional liability/E&O insruance needs. To learn more, visit www.calsurance.com Contact Us: CalSurance Associates A Division of Brown & Brown Program Insurance Services, Inc. 681 S. Parker St., Suite 300, Orange CA 92868 CA License #0B02587 Phone: (800) 745-7189 Email: [email protected]

...is program is ideal for: Registered investment advisors (RIAs) Fina... program?This program is ideal for registered investment advisors, fiduciaries, and other professio...

...anaging ERISA-regulated plans Registered Investment Advisers (RIAs) requirin...pply. Do you offer ERISA bonds for registered investment advisers (RIAs)?Yes, we offer a specialty ERISA bond product for RIAs that meets Department of Labor req...

...ation of Insurance and Financial Advisors (NAIFA) is the largest professional ...siness. Also includes downloadable materials to supplement the web content. &...

Information and Security Breach (Data Breach) Coverage helps mitigate the financial impact of costs associated with a data breach. A data breach is an incident in which sensitive, protected or confidential data has potentially been viewed, stolen or used by an individual unauthorized to do so. Data breaches can be as dramatic as a hacker accessing your network or as simple as an individual viewing a client’s information on a computer screen over your shoulder or in a written application in your hand. Why does your business need data breach coverage? When a data breach occurs, you must react quickly to protect your sensitive client information from further exposure and to protect your own business reputation. The cost associated with recovering from a data breach can average up to $200,000. This includes response costs for notifying clients their information may have been compromised, forensics required to determine the size and scope of the breach, and attorney fees to review the breach and possible claim. More importantly, the cost of recovering from a data breach is not necessarily dependent upon business size, leaving individuals and small businesses with less financial backing more vulnerable and exposed. CalSurance offers a data breach insurance program to protect insurance agents and financial professionals from the harmful effects and costs associated with a data breach. CalSurance data breach coverage has the unique added benefit of providing you with expert counsel so you don’t have to navigate the data breach recovery process alone. In today’s technologically savvy society, protecting yourself against a data breach is as necessary as locking the front door, perhaps even more important. Don’t let someone walk through your front door; arm yourself with a data breach insurance policy. Visit us at www.calsurance.com/databreach