Plans Back Plans for Me + My Family Life Insurance GVUL notice for new business Life Plan Comparison What is Life Insurance? Which Plan may be Right For You? CPA Life Spouse Life Level Premium Term Life Insurance Spouse Level Premium Term Group Variable Universal Life Long Term Disability About the Underwriter What it covers NEW APP Why CPAs need it What is Long Term Disability Insurance What It Costs Why CPAs choose AICPA-endorsed Long Term Disability Who is eligible for Long Term Disability? Identity Theft About the Provider What it protects Why CPAs choose Aura Why do CPAs choose it What is All-In-One Digital Security? What It Costs Eligibility Auto/Vehicle About the Carrier What it covers Why do CPAs select it? What is Auto Insurance? What It Costs Why CPAs choose AICPA Auto Insurance Eligibility Health Insurance About the Platform What it provides Why CPAs need it What is Health Insurance What It Costs Why CPAs choose Stride Health Eligibility Homeowners Insurance About the Carrier What it covers Why do CPAs select it What is Homeowners Insurance? What It Costs Why CPAs choose AICPA Homeowners Insurance Eligibility Long-Term Care Long Term Care - National Thank you Medicare Supplement Personal Liability Umbrella About the Underwriter Eligibility What is Personal Liability Umbrella? What it covers What it costs Why CPAs Need It Why CPAs choose AICPA Personal Liability Umbrella Renters Insurance About the Carrier What it covers Why CPAs select it What is Renters Insurance? What It Costs Why CPAs choose AICPA Renters Insurance Eligibility View All Plans for My Firm Professional Liability CNA Disclosure Professional Liability for Small Firms Professional Liability Premier Plan Professional Liability for National and Regional Firms What is Professional Liability? Discover the benefits of AICPA-endorsed Professional Liability coverage AICPA Professional Liability Insurance Program Which plan is right for your firm? Plan Cards Employment Practices Liability About the Underwriter Group Identify Theft Contact Us What it covers Why CPAs select it? What is Employment Practices Liability? What it costs Why firms choose AICPA Employment Practices Liability Eligibility Cyber Liability About the Underwriter What it covers Why CPAs select it? What is a Cyber Liability endorsement? 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 AICPA Business Overhead Expense (BOE) Insurance Who is eligible for 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 What Firms Need to Know 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 Group Elite Insurance Group Personal Excess Liability About the Underwriter Eligibility What is Group Personal Excess Liability? What it covers Why firms select it Why firms choose Group Personal Excess Liability Specialty Coverage About the Provider What it covers Why do CPAs need it What It Costs Why CPAs choose AICPA Specialty Coverage Eligibility View All Plans for My Retirement Life Insurance Medicare Supplement Standard Medicare Virginia Medicare Oklahoma Medicare Texas Medicare Long-Term Care Personal Liability Umbrella View All Education & Resources Back Me & My Family Auto tips 5 Tips to Follow After a Car Accident 13 Ways to Lower Your Car Insurance Rate How does inflation affect insurance rates? Taking a Safe Road Trip During COVID-19 Times 5 reasons your car insurance rate changes Safe Driving Tips Disability insurance tips 5 reasons CPAs don't have disability insurance and why they should reconsider 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 3 Steps to Help Reduce Risk for Disability Three steps to take when planning to return to work after a disability Why young people need disability insurance Health tips How Much Sugar is Hiding in Your Food? 7 Steps to Jumpstart Healthy Habits Most common causes of disabilities and how to prevent them What’s Cooking? Dine in with a Healthy Plan 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 Home sharing and your insurance: What you need to know Moving and your home insurance How to keep your valuables safe from harm Homesharing and your insurance Identity Theft tips A great way to avoid hackers? Password managers. Tips on How to Clean Up Your Digital Life Are Children at Risk of Identity Theft? Stolen Identity? Ways to avoid it and how to spot the signs. 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 Now Is the Perfect Time to Help Protect Your Loved Ones Three new videos to help you choose an AICPA-endorsed Plan Choose reliability, not luck when planning your financial future Do you have enough life insurance for your stage in life? Discover the enhanced Level Premium Term Insurance Plan 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 in a Nutshell Life Insurance Needs Estimator Why It’s Important to Name a Beneficiary The importance of life insurance for every woman. What to know about Creating a Will Keep moving forward throughout every stage of life. Personal liability tips Assess Your Personal Liability Risk Quick Answers to CPA’s Questions about Personal Liability Umbrella Insurance Umbrella Liability Insurance: Protection for Your Retirement Why CPAs Need Personal Liability Umbrella Insurance Planning for retirement Umbrella Liability Insurance: Protection for Your Retirement Why women should include long-term care in their retirement strategy VIEW ALL My Firm Acceptance, Continuance and Termination 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 Remember to Plan for Risk Audit & Attest Services Independence is in the Eye of the Beholder A Framework for Maintaining Ethics Compliance 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? There’s No Substitute for Quality Benefits Tips for Buying Group Life Insurance for your CPA Firm Group Insurance Plan Key Benchmarks for CPA Firms Tax Benefits of Long-Term Care Insurance New to Buying Group Life Insurance? CPA Risk Watch On Aon's 2022 Predictions Featuring Global Risk Experts How Professional Liability Insurance Helps Protect CPA Firms How to Help Reduce Your Professional Liability Risk This Tax Season Risk Update: AICPA Firms’ 5 Hot Risk Topics Data Security Risk Management How the FTC Safeguards Rule may affect your CPA firm A CPA Firm’s Guide to Cyber Liability Basics Webinar – Part 2 of 3 A CPA Firm’s Guide to Cyber Liability Basics Webinar – Part 3 of 3 Cybersecurity risk: Constant vigilance required How Many Records Do We Have? Professional Service Firms and PII / PHI Records A CPA Firm’s Guide to Cyber Liability Basics Webinar – Part 1 of 3 The CPA’s Cybersecurity Imperative Don’t get victimized by a cybercriminal 4 Steps to better Cybersecurity Responding to Client Requests for Confidentiality Social Engineering: Is Your CPA Firm Protected? Crime Coverage Highlight Sheet A cyber-attack could spell disaster for your CPA firm Employee & Cybercriminal Theft: Should CPAs be Concerned? Cyber liability: Managing evolving exposures CPA firms, Ben Franklin and a moth; Cyber Risk Mitigation Fundamentals Cybersecurity: A top concern among accounting professionals Doing Business in the Cloud? Carry an Umbrella. Professional Liability Risks Related to Cloud Computing Risk Alert: Risks Associated with New York SHIELD Act The armor of awareness 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? CPA Spotlight September 2021 CPA Spotlight July 2021 CPA Spotlight March 2021 CPA Spotlight February 2021 Aon’s Lisa Stevens on shaping the modern workforce Diversity, Equity and Inclusion in the Workplace Employment Practices California Employment Law Update 2022 Webinar Addressing third-party discrimination or harassment Tread Carefully When Using Noncompete Agreements Employment Practices Liability Claim Scenarios 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? Keep moving forward throughout every stage of life. Why It’s Important to Name a Beneficiary Long-term Care Tips Navigating the Ever-Changing World of Long-Term Care Insurance Solutions Do you have a strategy for caregiving? Millennials face additional challenges as caregivers Preparing for long-term care during a time of loss Why women should include long-term care in their retirement strategy Medicare Tips Medicare Fraud – Protect Yourself and Medicare The Advantages of Your Medicare Supplement 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 The Advantages of Your Medicare Supplement The Advantages of Your Medicare Supplement Umbrella Liability Insurance: Protection for Your Retirement VIEW ALL About Back Meet The Team Back Professional Firms Leadership Ken Mackunis Amy Massaro Shari Ruecker, CLU, ChFC Dave Sukert Mark Thomas CLU, ChFC Sheree Walters Small Firm Risk Advisors Candace Coach Denise Bradley Sean Higgins Lee Holmes Jr Dinesh Kaushal Todd C. Kelly Joshua Martin Samirah Ouedraogo Anthony Reitano Chris Wilchensky Mid-Size Firm Risk Advisors Alvin Fennell III Robert Albertini Rudy Rudolf Cathy Whitley VIEW ALL 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 Fund Performance Sheet for certificates effective on or after 9/1/2022 GVUL Fund Performance Sheet for certificates effective on or after 1/1/2009 and before 1/1/2020 GVUL Fund Performance Sheet for certificates effective on or before 12/31/2008 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.