The AICPA Insurance Trust: 75 years of helping to protect members and their loved ones.

75th Anniversary logo, family eating outside, couple high-fiving at desk with laptop.

75 years ago, a promise to help protect was made.

There’s a lot to celebrate this year! 75 years ago, the AICPA Insurance Trust was formed to bring affordable Life Insurance to CPAs and to help them achieve financial wellness. To help accomplish this, a partnership with Aon1 and The Prudential Insurance Company of America (Prudential)—two trusted professionals in their fields—was created.

Beginning with offering Group Life Insurance in 1947, and expanding to members directly in 1957, the AICPA Insurance Trust continues to evolve to address the ever-expanding insurance needs of members and their families.  
Plans and initiatives brought forward by Prudential and Aon are reviewed, approved, and monitored by a Committee of AICPA members to ensure that coverage and service remains relevant and continues to exceed expectations. For example:

  • This year’s Annual Cash Refund2 (money not used for claims, expenses, and other charges that’s distributed back to the Plan's participants) is over $75 million allocated to over 154,000 members for both Trusts combined.
  • Over 241,000 members participate in the AICPA Insurance Trust, which offers exclusive member-rates, tailored products for CPAs, and top-notch service. 
  • The AICPA Insurance Trust boasts one of the highest service scores in the industry, with a 71 Excellent Net Promoter Score for their Life insurance (the average being the 5-40 range).3

What your colleagues are saying

Member feedback speaks volumes for the reliability and dedication members have come to expect from the AICPA Insurance Trust and the long-standing AICPA, Aon, and Prudential collaboration. 

  • 96% of members would recommend AICPA Life and Disability Insurance Plans to their friends or colleagues.4
  • The majority of members who purchased an AICPA Plan did so because it was the best value for their money.4
  • Members look to AICPA as the leading source of Life and Disability Insurance when they purchase it on their own.4

About the Underwriter and Plan Agent

For the last 75 years Prudential has partnered with the AICPA to better understand its members needs and to help protect them and their families. At the heart of it all, is a desire to help members and their families achieve financial wellness. When the AICPA decided to partner with Prudential, they joined forces with a company that has helped customers weather wars, the Depression, pandemics, and many other challenging events over the past 145 years, and is a A+ Superior-rated Life Insurance provider, as rated by A.M. Best.5

Aon is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Aon is the only entity endorsed by the AICPA to provide tailored insurance solutions to fit CPA needs. A focused team works exclusively on the insurance needs of CPAs, their families and firms.

When you help protect your family with AICPA Life and Disability Insurance Plans, you’ll have the strength of the AICPA, Aon, and Prudential behind you. Learn more about AICPA-endorsed coverage for the ones you love.

1 This also includes Aon’s predecessors.
2 Opportunity for Annual Cash Refunds, which may lower your costs even further. The money not used for claims, expenses and other charges is distributed back to the Plan’s participants as an Annual Cash Refund. These refunds vary year to year, and while not guaranteed, Plan participants have received Annual Cash Refunds from the AICPA Insurance Trust every year, since each Life Insurance Plan’s inception, and for over three decades for each Disability Insurance Plan. For Group Life, the money not used for claims, expenses and other charges is distributed back to the Firm as an Annual Cash Refund. These refunds vary year to year, and while not guaranteed, Firms under AICPA Group Insurance Trust have received Annual Cash Refunds from the Trust, for over 50 years without fail.
3 A Holistic Look at the AICPA Membership – AICPA Member Research – November 2019. Industry benchmark – Selected 2017 J.D. Power studies (Bain & Company).
4 2019 Holistic AICPA Member Research Study 2019.
5 The Prudential Insurance Company of America has an A+ Financial Strength Ratings rating from A.M. Best. A rating of A+ is the second highest of the 13 ratings A.M. Best extends. The rating is an opinion on the insurer’s financial strength and ability to meet its insurance policy and contractual obligation. Ratings are as of February 3, 2022 and are not a guarantee of future financial strength or claim paying ability. The ratings are subject to change and do not reflect any subsequent rating agency action.

This site may contain marketing language, on products issued by The Prudential Insurance Company of America, that has not yet been approved in all states.

Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc., a licensed producer in all states (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. The Plan Agent of the AICPA Insurance Trust, Aon Insurance Services, is not affiliated with Prudential.
Group Insurance coverages are issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ. 


Share Article:




How Helpful Was This Article?


Related Products