If you already have AICPA’s exclusive CPA Life Insurance Plan issued by The Prudential
Insurance Company of America, good for you.
You’re already well aware of the benefits life insurance offers you and your family. Continue reading to learn how you may be able to reduce your costs even further just by applying for a simple change in status.
Select rates could save you 30 to 52% off your current cost of CPA Life insurance coverage.
These lower rates are available to AICPA and State Society of CPA members who are age 45-74 and in good health when approved for coverage. In most cases no medical exam is required. Once approved, your Select status is good for 20 years! You’ll continue to pay Select rates until you reach age 80, as long as you provide satisfactory evidence of good health at the end of each 20-year period.
Preferred rates are 19-66% lower than Standard and Select rates and are available to AICPA and State Society of CPA members who are age 50-74 and in excellent health when approved for coverage. To qualify for Preferred rates, a brief in-home or in-office medical exam, questionnaire and a minimum of $250,000 in coverage is required. Once approved, your Preferred status is good for 20 years! You’ll continue to pay Preferred rates until you reach age 80, as long as you provide satisfactory evidence of excellent health at the end of each 20-year period.
If for any reason you aren’t approved your insurance coverage won’t be terminated or decreased. You’ll simply pay the same rate you are paying now, for the same coverage. And if your health improves, you can reapply for a lower rate at any time. Cash Refunds may lower cost even further. The money not used for claims, expenses and other charges is distributed back to the Plan’s participants as a Cash Refund. The refunds vary year to year, and while not guaranteed, Plan participants have received Cash Refunds from the AICPA Insurance Trust every year, without fail, since each Life Insurance Plan’s inception.
Ready to request lower rates? Apply for Select or Preferred rates by visiting cpai.com/life today.
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 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.