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E&O Insurance

The Legacy Life Errors & Ommissions Insurance Program is available to all agents to satisfy carrier E&O requirements, and provide an important level of protection to your business.

Created in partnership with CalSurance, one of the largest providers of E&O coverage to financial professionals nationwide, and underwritten by AAIC, a Fireman’s Fund Insurance Company -- rated by AM Best as A (Excellent), the Legacy Life E&O program represents an outstanding value with a top-rated carrier you know you can trust to be there when you need them.


Current Program Features Include:

  • Four coverage limit options

    1. $1,000,000 occ. / $1,000,000 agg.
    2. $1,000,000 occ. / $2,000,000 agg.
    3. $1,000,000 occ. / $3,000,000 agg.
    4. $2,000,000 occ. / $2,000,000 agg.

  • Two levels of coverage

    Level III covers sales of Life & Health Insurance
    Level IV adds Fixed and Indexed Annuities

  • Flexible payment options

  • Online enrollment and certificate management

  • Begin coverage on the first day of any month

All Agents can enroll in the E&Q program online, or with the paper (PDF) enrollment form. Installment options are only available with online enrollment.

You can enroll today and specify when coverage is to begin, to ensure there are no gaps between your expiring coverage and the new policy.

Click this link to download the enrollment package with additional information, or click the button below to be taken to the online enrollment information and certificate management system.