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...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...

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

CalSurance offers coverage to Financial Institutions with the strive to help them against the higher frequency of lawsuits and investigative action. This action is being brought on by regulators, creditors, employees, and customers. The cost of the defense on these actions alone can be very great and devastating to a financial institution. Financial Institution Directors and Officers Insurance is designed specifically to protect against actions such as: • Lack of fiduciary oversight • Non-compliance with government regulations • Mismanagement • Employment Practices litigation (such as wrongful termination and harassment) For more information on our Financial Institution Directors and Officers Insurance contact us today!

...complex risk exposures faced by Registered Investment Advisors (RIAs), Broker/...onal liability exposures common to investment firms. Need help placing an ac...

...edicated insurance solution for Registered Investment Advisors (RIA) available...underwriters are oriented to serve the RIA niche and typically provide timely ...

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...

...rvices providers, including: Registered Investment Advisors (RIAs) Broker-dealers ...r financial services firms such as investment advisors, mortgage brokers, accountants, t...

...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