Complete insurance services for CPA firms of all sizes.

Both your staff and your clients can receive top-of-the-line insurance consulting and brokerage services from an industry leader.

Life insurance at a lower cost than the AICPA plan.

  • Includes both term and universal life with guaranteed lower premiums than the group product.
  • Accountants with medical or lifestyle underwriting issues can still get lower rates.
  • Dicsounts are available on long-term care and disability insurance.

Complementary consulting services for you clients.

  • Policy audits to detect potential financial and legal liabilities in existing coverages.
  • Partnership agreements reviewed for potential unfunded liabilities.
  • Informal business valuations for approving life insurance policies to fund partnership agreements.

Concierge brokerage services for firms that sell insurance.

  • Access to virtually every company and product in the life, disability, long-term care insurance, and fixed annuity marketplaces.
  • Planners and attorneys on staff assist with large policy design, at no cost to you or your client.
  • All application paperwork completed for you on most life insurance cases.

A professional consulting team to service clients of firms who don't sell product.

  • Refer clients to professional financial consultants who will provide each with high-end, personalize service.
  • Your staff retains full client control.
  • Your clients will have access to virtually every company and product in the life, disability, long-term care insurance, and fixed annuity marketplaces.

Return to main page:

Have a question?

Return to blog:

Sign up now to receive our weekly newsletter with news and features from our Global Insurance Portal