Arrowhead Programs

Professional Liability

E&O for Registered Investment Advisors

Program Description

CITA Insurance Services, administered by CalSurance®, offers errors & omissions coverage designed specifically for Registered Investment Advisors (RIAs). With multiple limit options, premiums starting at $1,250 and a $5,000 deductible, this program makes essential protection accessible and affordable.

Coverage
  • Firm-level protection covering all investment advisor representatives.
  • Automatic coverage for life insurance agent activities at no additional cost.
  • Dedicated firm limits to safeguard practices.
  • Trade error and cost-of-correction coverage.
  • Prior acts coverage for representatives transitioning to independent RIAs.
  • Seamless coverage for new hires.
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Available in

Available in all states

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Contact

Nick DeSon
(800) 280-7250
ndeson@citainsurance.com

Program administered by
Visit
www.citainsurance.com

Arrowhead Programs

Representing more than $7 billion in written premium in the personal, commercial, specialty, professional liability and public entity segments

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