The CPA and Spouse Life Insurance Plan changes in a nutshell

Meeting the insurance needs of members and their loved ones is important to us. As a result, there are some updates to the CPA and Spouse Life Plans that we want you to know about.

The AICPA Insurance Trust is always evolving to meet the insurance needs of members and their loved ones. Your peers sit on the Trust’s Committee and follow an extensive process that involves helping to make sure Plans are developed with your unique needs in mind, are valuable, and are as affordable as you expect them to be. As a result, there are some modifications to the CPA and Spouse Life Plans that we want you to know about.
 
As of November 1, 2022 if you have a CPA Life and/or Spouse Plan, there are some changes that may impact your coverage when you apply for an increase, add Waiver, apply for a new rate class, or look for a lower rate. If approved, some Plan details will differ. While there’s a good chance you may receive a lower rate, there are some changes to consider.
 

CPA and Spouse Life Insurance Plan changes

The CPA and Spouse Life Insurance Plan changes in a nutshell

 

Next Steps

If there have been changes in your life, such as an increase in your income or added financial responsibilities like a bigger mortgage, take some time to assess your needs, review your existing AICPA Life Plan details and if you find you may need additional coverage; apply for an increase in your coverage amount.
 

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If your coverage was issued prior to November 1, 2022, some of your current Plan details will differ and may be impacted if you apply to make changes. For example, certain impacted details could include but are not limited to rates, rate classes, and rate class expiration. Refer to your Certificate of Coverage and policy booklet and or contact Aon for Plan details.
 
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), Aon Direct Insurance Administrators and Berkely Insurance Agency and in NY, AIS Affinity Insurance Agency.
 
Group Insurance coverage is 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.
 
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