OUR PROGRAMS

Accountants Professional Liability Insurance

Group Term Life Insurance

Disability Income Insurance

Tax Preparers' Professional Liability Insurance

Long Term Care Insurance

Dental Insurance

Vision Insurance

In-Hospital Indemnity Insurance

Accidental Death & Dismemberment

Excess Major Medical Insurance

Business Office  Package Policy: Designed for Accountants

Discounted Auto & Homeowners Insurance

Traditional Indemnity Comprehensive Medical Insurance Plan

PPO - Preferred Provider Organization

HMO - Health Maintenance Organization

POS - Point of Service

HSA - Qualified PPO High Deductible Health Plan

Other Medical Insurance Plan Options




  

Accountants Professional Liability Insurance

Nothing can expose you to more financial risk than simply signing your name.
In these litigious times, you must make sure your business is protected.  That’s why Accountant’s Liability Insurance is an absolute necessity:

• Protection for you, your partners, officers, employees, stockholders and heirs.
• Prior acts coverage may be available with evidence of prior insurance.
• Predecessor firms can be covered with insurance company approval.
• Optional extension to your claims reporting period.
• Deductibles as low as $500
• Limits available $100,000 to $10 Million.
• Claims Made Policy

Forms and Documents

Application
App for Accountant's Professional Liability

Supplemental Application
Supp. Info Sheet A: Public Client and SEC Services

Supp. Info Sheet B: Financial Institutions and Ins. Companies

Fiduciary and Trustee Supplement

Claim/Circumstance Information Sheet