CalCPA Health’s sales manager, Tom Kowalski, can assist our CalCPA member firms.
If you don’t know who we are, it’s time to learn about the benefits exclusively offered to CalCPA member firms since 1959. We are a licensed carrier in California and are authorized to write medical, dental, vision, life, and LTD for CalCPA member and financial service firms of any size. What are financial service firms? Think of it as firms that “touch money”, i.e. Wealth Managers, Financial Advisors, Fiduciaries, Mortgage Brokers, etc.
Some things to know about CalCPA Health:
- Medical, Dental, Vision, Long-Term Disability, and Life plans administered through a single source – one bill
- Largest medical, dental, and vision provider networks available in California
- Anthem Blue Cross, Delta Dental and Vision Service Plan (VSP)
- 40+ medical plans to choose from
- Preferred provider plan options: copay and high-deductible plans, including fully integrated HSA-eligible plans
- An industry leader in Health Savings Account (HSA) plans – offering the most HSA plans than any other carrier in CA
- HMO plans for firms with two or more plan participants
- LiveHealth Online provides members with 24/7 doctor visits without leaving their homes or office
- Low participation with Kaiser – down to ONE employee enrolling
- Spousal Medicare Eligibility Extension
- Owners only and Employee & Spouse groups okay
- Level 7% commission (first & renewal) for small group (2-50 enrolled)
- A.M. Best rated
Feel free to contact me with your questions – my information is on the right. Also, feel free to run a quote to get things started! Your clients will thank you for telling them about CalCPA Health!
Eligibility requirements (in-part): CalCPA Health is available to CalCPA member accounting firms (or solo practitioners – CPA practicing independently with no W-2 employees) in public practice or offering general financial services. To obtain or retain eligibility, at least 50% of all the Employer’s owners (i.e., principals, proprietors, partners, shareholders, or other owners) must be active members of CalCPA and remain in good standing. CalCPA Health does not offer Medicare or retiree plans.
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Note: Eligibility requirements (in-part): CalCPA Health is available to CalCPA member accounting firms (or solo practitioners – CPA practicing on their own with no W-2 employees) in public practice or offering general financial services. To obtain or retain eligibility, at least 50% of all the Employer’s owners (i.e. principals, proprietors, partners, shareholders or other owners) must be active members of CalCPA and remain in good standing. CalCPA Health does not offer Medicare or retiree plans.