Skip Ribbon Commands
Skip to main content

​Best-in-class personal and business insurance solutions customized for CPAs, their families and firms.

Education Center

5 Good Reasons to Skip Spring Cleaning

Personal Insurance, Life Insurance, Estate Planning, Protect Your Family

With the promise of warmer weather, the desire to do some spring cleaning may cross your mind. But this isn’t for everyone. So, if you’re looking for a way to avoid the whole spring cleaning scene, you’ll appreciate our:

5 Good Reasons to Skip Spring Cleaning:

5. Your bicycle isn’t complaining about its seat collecting dust all winter
4. There’s still room in the storage area for more stuff
3. It’s March Madness and your team is in the tournament
2. The old clothes in your closet will eventually come back in style

… And the Number 1 Reason to Avoid Spring Cleaning:

You’re trying out these fun, interactive tools
to evaluate your insurance needs

“Talk to Jay” about AICPA Life Insurance or the AICPA LTD Income Protection Plan. This award-winning interactive tool is fun to use!

Estimate how much life insurance or long term disability income​ coverage may be right for you and your family with the 3-minute needs calculator.

Did you know that 85% of people feel life insurance is necessary, but only 59% have any coverage?1 It’s also a fact that roughly 1 in 4 of today's 20-year-olds can expect to be out of work for at least a year because of a disabling condition before they reach the normal retirement age.2  You can see how life and disability income insurance can come in handy.

Take advantage of the AICPA’s Member Insurance Plans. These Plans offer:

  • More robust features than most employer and individual Plans at group-negotiated rates
  • The ability to take your coverage with you should you change employers as long as you maintain your membership
  • Cash Refunds that can lower your costs even more*

What’s more, you can avoid paperwork by applying online. Many members are approved immediately for coverage, without any intrusive tests and just by answering a few short questions.

So why not start today to get your life and disability insurance in order. You’ll rest easy knowing these Plans will help your family, should something happen to you. And hey, it’s warmer out now. Wipe the winter dust off that bicycle seat and take a ride … and don’t forget your helmet!

*Although not guaranteed, participants under all AICPA Insurance Trust plans have received Cash Refunds from the Trust, every year without fail since each Plan's inception. Cash refunds will vary year to year.

12017 Insurance Barometer Study, LIMRA

2Council for Disability Awareness, March 2018

This policy provides disability income insurance only. It does NOT provide basic hospital, basic medical or major medical insurance as defined by the New York Department of Financial Services.

North Carolina Residents: THIS IS NOT A MEDICARE SUPPLEMENT PLAN. If you are eligible for Medicare, review the Guide to Health Insurance for People with Medicare, which is available from the company.

Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695) (AR 100106022); in CA & MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrators, and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.

Group Insurance coverages are issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ. The Booklet-Certificate contains all details, including any policy exclusions, limitations, and restrictions, which may apply. Contract Series: 83500. CA COA# 1179, NAIC 68241.