Best-in-class personal and business insurance solutions customized for CPAs, their families and firms.
Are you looking for solutions to better protect yourself and your family?
Content1With a comprehensive suite of personal insurance products at your disposal, you can take comfort in knowing that you, your spouse, and your family can be protected throughout all of life’s changes—today and in the future.
With a comprehensive suite of personal insurance products at your disposal, you can take comfort in knowing that you, your spouse, and your family can be protected throughout all of life’s changes—today and in the future.
All of these products are underwritten by Prudential Insurance Company and are eligible for annual cash refunds. These refunds are unique to the Trust and are a large part of what makes our pricing so competitive. While not guaranteed, refunds have been issued by the Trust each year since the refund program began in 1947.
Help make sure your loved ones will be able to take care of themselves in case something happens to you or your spouse.
Expenses and bills don’t stop just because you find yourself unable to work for an extended period of time.
Coverage for extended care for yourself or a loved one who can no longer care for him or herself.
Everything you need to know about the life and disability plans made just for CPAs, in less than four minutes.
The Program offers a number of other personal insurance plans that have been selected from some of the leading insurance companies in the country to underwrite coverage. Each Plan offers solid value and affordability.
Protection for your most valuable material possessions—your vehicles and your home.
Accidents, injury and damages aren’t something you plan on—but you can make sure you help protect against them financially.
New applications are not being accepted at this time. If you currently have a policy in force, please contact Customer Service at 888-294-0028 for more information or to file a claim.
Complements Medicare by covering additional medical expenses that have low or no coverage under Medicare.
Save 5% immediately and up to 30% on your auto insurance after only 90 days.
The majority of claims under umbrella policies are auto-related. Since virtually all of us drive, the need for Personal Liability Umbrella Coverage is obvious. However, there may be many other risks and situations that apply to you.
We often hear from CPA’s that they are good defensive drivers and serious accidents will not happen and question the need of having a personal umbrella policy. Experience indicates that CPA’s are good drivers, however any time on the road a serious accident can occur