• Plans
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    • 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
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    • 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
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  • Meet The Team
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    • 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
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