Services

Insurance for Accountants by CPA Benefits

CPA servicesSometimes life can get a little bumpy, which is why you need quality accountants insurance! We will be there for you when life doesn’t go quite as you’d expected. CPA Benefits offers accountants a wide range of life insurance and other financial consulting services. Our services are specifically tailored to accountants, which will provide you with flexible options.

CPA Benefits is backed by years of experience and a vast network of resources giving us the confidence to guide you in choosing the right products to protect you, your family and your business. Contact us today to speak with an experienced member of our team!

  • Short and Long Term Disability Insurance
  • Long Term Care Insurance
  • Business Overhead Insurance
  • Term Life Insurance
  • Cash Value Life Insurance
  • Wealth Accumulation Strategies
  • Fully Insured Pension Plans
  • Retirement Strategies
  • Annuities with lifetime income rider

Other Services

  • Asset Protection
  • Tax Reduction Strategies
  • Key Man & Buy-Sell insurance
  • Supplemental Employee Benefits
  • College Planning
  • Estate Planning
  • Estate Preservation
  • Charitable Giving
  • Budget Reviews
  • Cash Flow Studies
  • Health Insurance
    • Medical
    • Dental
    • Vision

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