Vista is the approved insurance broker for the Society of California Accountants, and provides a comprehensive approach to the risk and exposures that accountants face by offering One-Stop Shopping for all your insurance needs. Professional Office Package
Designed expressly for your professional requirements, this coverage is
intended to protect your property and that of your clients, your records and resource materials, and your information technology systems (including data loss and equipment failure) as well as your fee income
on a billable-hour basis. Limits are available to satisfy virtually any requirement.
Professional Liability
Your professional liability is tailored to the specific requirements of your practice. We consider the size of your firm by revenues and the types of clients that your firm engages.
Workers' Compensation
Our Group Workers' Compensation Program is provided by leading workers' compensation underwriters.
Medical case management, utilization review, and cost containment procedures are closely followed to preserve the good experience of this group program.
Employment Practices Liability
This coverage is offered at attractive group rates with limits of $5
million to protect you from risks associated with hiring, managing, or terminating employees, including allegations of sexual harassment,
discrimination, and violations of the Americans with Disabilities Act or Family Medical Leave Act. This coverage also includes
third-party liability.
Employee Benefits
Medical: We offer a choice of 14 quality medical insurance programs, including PPOs (preferred provider organizations), HMOs (health maintenance organizations), and POS (point of service) plans. PPOs and HMOs cover pre-existing conditions where there is certification of prior coverage. These programs can be tailored for groups of two or more individuals.
Dental: You can choose from 6 dental plan options that qualify as preferred providers or dental maintenance organizations. These plans pay a fixed dollar allowance for covered services.
Life and Disability Income
Vista can obtain coverage to protect you and your business from the financial repercussions of the death or disability of a partner or another key person in your
company. You can also be provided with disability income insurance to meet your business overhead expenses while you recover from an illness or injury. We can help you structure trusts, wills, estate
planning or liquidity, second-to-die coverage, and other programs that are customized for your practice or your personal estate.
Retirement Plans
We can assist
you in developing qualified retirement plans, including fund investment management, through a number of broker-dealers of mutual funds. These programs can be modeled as SEPs and Group IRAs, Money Purchase
Pension Plans, ESOPs, or 401(k) plans. Your retirement program will include all necessary IRS filings and reports as well as enrollment and participant status reports.
Find Out More
To find out more
about insuring your practice, please call Vista International Insurance Brokers at 1-800-819-8808 or email us at info@vistainternational.com.
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Accountants