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 your 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.