Claim your copy of the Disability Insurance Guide for CPAs
Specialty-specific / own-occupation disability
CPAs can become disabled during their working years, with the potential loss of substantial income. With own-occupation disability coverage, if you are unable to perform the duties of your specialty, you receive regular monthly tax-free payments. Whether the circumstances are temporary or permanent, you can count on a regular source of income.
Business or professional overhead insurance
Your firm depends on you. If you get sick or hurt and are disabled, business overhead expense insurance can help cover the costs of temporarily running your firm. Benefits can cover your employees’ salaries (non-revenue-producing) and other expenses, including utilities, supplies and rent. These plans will also cover the salary of a replacement CPA.
Long-term care insurance for CPAs
Many people don’t want to burden their loved ones with the responsibility of assisting with daily needs as they age. Surprisingly, 40% of people in long-term care are under the age of 65. CPA Benefits helps you protect your savings and gain peace of mind knowing long-term care insurance will give you more options and control over your care.
CPA Benefits provides both traditional long-term care insurance plans and asset-based plans.