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Important Files

2016 New Car Prices

Affordable Care Act Update November 2013

Affordable Care Act Update/Basics August 2013

AICPA Professional Liability Policy Form (01-16)
CNA PL Policy Form updated January 2016

AICPA Program Highlights
AICPA Program Highlights

April 2014 Newsletter

Blue Shield Preventive Care Tip Sheet

California Lawyer Article Feb 2014
Professional Liability Insurance Report

Cash Value vs Term
Life Insurance

Check by Fax or Email Form

Claims Made Information
Legal

CNA Attorney Professional Liability Application
Fillable Application

CNA Attorney Professional Liability Application
Non Fillable - Plain PDF

CNA Dental Professional Liability Application

CNA Lawyer's Professional Liability Policy

CNA Lawyers Policy Highlights
CNA Professional Liability Policy Highlights

Coverys Podiatry Preferred Brochure
Podiatrist Malpractice Brochure

CPA Employment Practices Liability Policy Form
CNA EPLI Policy Form Ed. 9/02

CPA Policy Form
AICPA Policy Form Effective 1-1-14

Dental Malpractice Claim Form
File a Claim with Prefillable Form

Disability FAQs

EPL Plan New Business Application

EPL Renewal Application
EPL Renewal Application

February 2014 Newsletter

IRS Notice 2013-54

July 2014 CPAs & Accountants Quarterly

July 2014 Dentists Quarterly

July 2014 Lawyers Quarterly

July 2014 Quarterly Report

Kaiser Authorization Form
Updated 2-2016

Legal Program Highlights

Legal Toolkit 2.0

Legal Toolkit 3.0

LLP Article
Legal Professional Liability

March 2014 Newsletter

Merger Acquisition Supplement
CPA

MIB Group FAQ

New Attorney Supplement
Add New Attorney to Firm

New Grad Dental Professional Liability Application

ONDemand Instructions
Legal

Paramedical Exam Guidelines

Practicing Law in the Age of Social Media
CNA Professional Counsel Publication

Premier Plan Full Brochure
Click Here for AICPA Program Highlights

Premier Plan Pre-Fillable Renewal Application

Premier Plan Renewal Pre-Fillable Application

Premier_NB_App-TA_Version_Apr_2010[1]
Premier Plan New Business Pre-Fillable Application

Specimen Policy
Legal

Value Plan Brochure in color
Value Plan Brochure in color

Value Plan Highlights color
Value Plan Highlights color

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