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What it costs Why CPAs choose supplemental cyber liability endorsements Eligibility Business Overhead Expense About the Underwriter What it covers Why CPAs need it What is Business Overhead Expense (BOE) Insurance What It Costs Why CPAs choose Business Overhead Expense (BOE) Insurance Who is eligible for AICPA BOE Insurance Commercial Property and Liability About the Underwriter What is Commercial Property and Liability? What It costs What it covers Why CPAs choose Commercial Property and Liability Why do CPAs need it Group Life and Disability Group Life under 25 employees Group life 25 or more employees About the Underwriter What it covers What is Group Insurance What it costs Why CPA Firms choose AICPA Group Life Insurance Who is eligible for AICPA-endorsed Group Elite Insurance Group Personal Excess Liability About the Underwriter Eligibility What is Group Personal Excess Liability? 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Differences between Short Term and Long Term Disability explained Long-term disability coverage explained Disability Insurance Needs Estimator Most common causes of disabilities and how to prevent them Three new videos to help you choose an AICPA-endorsed Plan Three steps to take when planning to return to work after a disability Why young people need disability insurance Health & Wellness tips How Much Sugar is Hiding in Your Food? Understanding and Reducing Microstress in Your Life Most common causes of disabilities and how to prevent them One of the Most Important Steps You Can Take to Improve Your Health Vitamin D - Are you getting the right amount? Homeowner tips 7 Tips for Holiday Home Fire Safety Your Wine Collection: Preserving Value Beyond Taste Your Jewelry Collection: Worth Protecting Beyond Sentimental Value How does a second home insurance policy work? 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Risk Alert: The Rise of Unemployment Fraud – What You Need to Know Risk Alert: Identity Theft and Unemployment Insurance Claims Help Protect Your Identity While on Vacation Work From Home Cybersecurity Tips Life insurance tips Choose reliability, not luck when planning your financial future Level premium term vs step rate term life insurance Protecting Against Cracks in Your Financial Foundation The importance of Life Insurance for financial planning Life insurance checklist: plan now so you can relax later Choose reliability, not luck when planning your financial future Do you have enough life insurance for your stage in life? 5 Reasons to Apply for Life Insurance When You’re Young How life insurance can help pay for educational expenses. The importance of having enough Life Insurance If your spouse died today, would you be prepared? Level Premium Term (LPT) Life Explained Life Insurance Needs Estimator The importance of life insurance for every woman. Why It’s Important to Name a Beneficiary How Life and Disability Insurance can help protect against life’s twists and turns. Personal liability tips Assess Your Personal Liability Risk Quick Answers to CPA’s Questions about Personal Liability Umbrella Insurance Personal Umbrella Insurance Unpacked: Exploring a coverage option for CPAs’ unforeseen personal liab Why CPAs Need Personal Liability Umbrella Insurance Umbrella Liability Insurance: Protection for Your Retirement Planning for retirement Why women should include long-term care in their retirement strategy Umbrella Liability Insurance: Protection for Your Retirement VIEW ALL My Firm Acceptance, Continuance and Termination Diversification or Dabbling? You make the call Help Reduce Risk with Formal Client Onboarding Unresponsive Clients Pose a Professional Liability Risk Client acceptance: A liability gatekeeper Client continuance: A life vest for risky clients Frequently asked risk management questions The Importance of Gauging Client's Tone at the Top Take a Hike: Ending Client Relationships Client Termination Letters Small actions, big fallout: Lessons from large claims Accounting & Consulting Services Risk Control in Outsourced Accounting Services Managing risk related to consulting engagements Minding the Expectation Gap in a CAS Engagement CPAs as CFO: meeting client needs, managing the risks Audit & Attest Services A Framework for Maintaining Ethics Compliance Auditor Independence Threats and Malpractice Claims The risk suite: This teenager can mitigate liability angst The Importance of Audit Planning Advice from the experts: Defending audit claims An Auditor's Dilemma: To Consent or Not to Consent? 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Professional Service Firms and PII / PHI Records Table Stakes: Planning a Tabletop Simulation How the FTC Safeguards Rule may affect your CPA firm Cybersecurity risk: Constant vigilance required The CPA’s Cybersecurity Imperative Don’t get victimized by a cybercriminal 4 Steps to better Cybersecurity Crime Coverage Highlight Sheet A cyber-attack could spell disaster for your CPA firm Professional Liability Risks Related to Cloud Computing Controlling your data Diversity, Equity, and Inclusion (DEI) An Evolving ESG Landscape for Professional Service Firms Ensuring your firm’s DE&I strategy includes employee benefits Five Key Areas to Focus Aon Webinar – Workplace Futures: The Value of the ‘Social Contract’ in ESG Inclusive Future of Work : Are Inclusion and Diversity Part of Your Benefits and Retirement Program? Aon’s Lisa Stevens on shaping the modern workforce Diversity, Equity and Inclusion in the Workplace Employment Practices Building a Future-Ready Workforce for the Professional Services Industry Data Security Risk Resource Portal - eRiskHub Navigating the patchwork of pay transparency laws How to mitigate employment practices liability risks Tread Carefully When Using Noncompete Agreements Addressing third-party discrimination or harassment Employment Practices Legal Hotline Employment Practices Liability Report a Claim Employment Practices Resource Portal- CNA BeyondHR VIEW ALL My Retirement Homeowner tips How to keep your valuables safe from harm Identity Theft tips Help Protect Your Identity While on Vacation Medicare Fraud – Protect Yourself and Medicare Life Insurance Tips How could life insurance fit into your retirement plan? Long-term Care Tips Do you have a strategy for caregiving? Navigating the Ever-Changing World of Long-Term Care Insurance Solutions Millennials face additional challenges as caregivers Preparing for long-term care during a time of loss Tax Benefits of Long-Term Care Insurance Why women should include long-term care in their retirement strategy Medicare Tips 8 things to know about medicare Choosing Medicare Coverage Medicare Terms: Glossary At a Glance Questions to Consider Before Turning 65 Making Sense of Medicare: 4 key things to remember when you turn 65 Medicare Fraud – Protect Yourself and Medicare Personal Liability Tips Assess Your Personal Liability Risk Umbrella Liability Insurance: Protection for Your Retirement Planning for Retirement Retirement Planning Tools Navigating the Ever-Changing World of Long-Term Care Insurance Solutions VIEW ALL Who We Are Back About Us About Meet The Team Meet The Team Contact Us Contact Us Contact Back Search X Search for: My Account Log In Choose which policy type you need to manage Personal Insurance Policyholders Professional Liability Policyholders Group Life Plan Policyholders Group Variable Universal Life Transaction Forms The following links will help you manage your Group Variable Universal Life policy and investment options. Bookmark this page for handy reference. Application Tools: GVUL Risk Assessment and Allocation Worksheet Analyze your tolerance for risk to guide investment of your premium GVUL 3 Fund Performance Sheet for certificates effective on or after 9/1/2022 GVUL 2 Fund Performance Sheet for certificates effective on or after 1/1/2009 and before 1/1/2020 GVUL 1 Fund Performance Sheet for certificates effective on or before 12/31/2008 Life Insurance Buyers Guide Fund Election Sheet Update your policy information: Change your Address or Contact Information Change your Name or Beneficiary Change the Ownership of your policy Policy administration forms: Change your Investment Allocation Change your investment allocations of all future payments to the Certificate Fund. Dollar Cost Averaging (DCA) Election Transfer money from the Prudential Series Fund Money Market Portfolio to any of your plan's variable investment options on a monthly basis. Dollar Cost Averaging (DCA) Cancellation Cancel all future Dollar Cost Averaging transfers. Face Amount Decrease Decrease the Face Amount of Insurance under your Group Variable Universal Life Certificate. Fund Transfer Request Transfer money between funds. Loan Request Request a loan. Loan Repayment Partial Withdrawal Request Make partial withdrawals from your Certificate Fund. Surrender Request Terminate participation in the Group Variable Universal Life Insurance program. Tax Withholding Election Form Choose your level of withholding. W-9 Request Taxpayor ID Certification.