Accountants Professional Liability available through a variety of insurance companies and exclusive programs. Coverage is tailored for each client but can include all professional services including Financial Planning, Investment Advice, Estate Planning, Tax and Accounting, Recruiting, Payroll Services and more. These programs include not only a traditional insurance policy but also a broad range of benefits including risk management, Certified Professional Education, Webinars, Newsletters, Advice Lines and Early Claims Intervention and Investigation.
- Engagement Letter review
- Privacy & Client Network Damage Coverage
- Deductible Reduction with early reporting
- Tax Advice Hotline and research
- Human Resource Guides and Advice
- Employment Practices Liability
- Corporate Identity Protection
- Non Profit Directors & Officers
- Employee Dishonesty
For more information, or to get a quote, please contact Cherie Tolbert at 800-595-6526.

