| Forrest T. Jones & Company Group Insurance Administrator Providing insurance programs to associations and groups since 1953 |
| Accountant's Professional Liability
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The Only Errors and Omissions Policy Designed for NSA Members and Endorsed by NSA NSA attracts members with a wide variety of practices. One of the best aspects of this diversity is that it challenges the association to be flexible and responsive — qualities that must be reflected in a professional liability program. After months of research, including input from the Insurance Committee, the Board of Governors, and individual members, FTJ developed a program for NSA that meets the needs of members. The result is a basic plan that addresses the exposures NSA members most frequently face. Special optional endorsements, priced separately, are available to those whose practices include annuity and mutual fund sales, and audits. Flexibility. The key to the program is in its flexibility. You purchase just the right amount of protection no matter how broad or focused the services provided by your firm. You also can tailor your plan with flexible coverage limits and deductibles. Choose the coverage limits that suit your personal assets and the wealth and complexity of your clients' situations. Ask about the easy installment plan. Plan Features. Dependability. When you need stable protection, you can depend on FTJ, NSA's group insurance administrator for more than 28 years, and St. Paul Fire and Marine, one of the nation's most experienced providers of professional liability insurance. The St. Paul is a leading global property-liability insurance company and consistently receives top ratings from independent rating agencies such as A. M. Best, Standard & Poor's, and Moody's Financial Services. Exceptional coverage. As an NSA member, you and your employees – including temporary employees – are protected for professional services performed as an accountant, bookkeeper, enrolled agent, tax preparer or notary public. This plan also covers independent contractors you hire, as well as your predecessor and successor in your business. Prior acts coverage. If after purchasing this plan you are sued for actions that occurred prior to the effective date of the policy, you will still be covered for potential losses, subject to policy terms and conditions. Defense expenses. Defense expenses are paid in addition to the limits of your coverage. Reporting period. A 60-day reporting period will automatically apply at the end of the policy year, with no additional premium. Also available, for an additional premium, are Extended Reporting Period Endorsements for 12 months, 24 months, 36 months and unlimited time period. Disciplinary proceeding expenses. You are covered up to $2,500 for expenses that result from the investigation, settlement, defense or appeal of disciplinary proceedings. These expenses do not include any fines, penalties or sanctions assessed against you. Extended reporting period. If you have been insured with The St. Paul continuously for three years, you are an individual, and your policy is not renewed as a result of your death, your total disability or your retirement, we will add an extended reporting period for an unlimited time with no additional premium. Special Endorsements. Annuity or mutual fund sales. If you are an annuity or mutual fund representative who is licensed by a state or the National Association of Securities Dealers, optional coverage for annuity or mutual fund sales may be available for an additional premium. Audited financial statements. An optional endorsement that broadens your coverage for the preparation or verification of audited financial statements for your clients may be available for an additional premium.
Or For a no-obligation, no-risk quote, call (800) 821-7303, ext. 514, or contact us.
Questions? For more information, contact us, or call (800) 821-7303, ext. 514. Coverages and services described in this information are generally stated for the purposes of promotion. The material does not modify or amend the terms, conditions or coverage of any policy. Administered by Forrest T. Jones & Company, Inc. Underwritten by the St. Paul Fire and Marine Insurance Company home contact us back to the top Copyright© 2001 Forrest T. Jones &
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