Our Blog
Welcome to the new CPA Insurance Plans West blog, your go-to resource for the latest insights, tips, and updates on insurance and benefits tailored for CPAs and their families. Stay informed with expert advice, industry trends, and valuable information to help protect what matters most.
Why Life Insurance Should Be Part of a Homeowner’s Plan
Purchasing a home is one of the largest financial commitments CPAs can make. Learn how life insurance can protect your investment.
Spring Clean Your Finances
After a long winter hibernating in filing cabinets or on computer desktops, last year’s financial responsibilities could probably use a little TLC.
The Professional and Personal Habits that Helped Move the Needle in 2025
Guest post: CPA Nelson Soh reflects on the professional and personal habits that helped him grow in 2025.
Life Insurance 101 for New CPA Graduates
Our CPA Graduate Program provides new CPAs with $100,000 in Term Life Insurance at no cost for the first year.
Plan for the Unexpected: A Smart Start for CPAs
Guest post: CPA Nelson Soh discusses how accounting and finance professionals spend a significant amount of time helping others make informed financial decisions, but often overlook Term Life Insurance themselves.
Calculating your Insurance Needs
Our handy Needs Assessment tool takes into consideration debts and foreseeable expenses, along with assets, savings, and any existing life insurance policies.
Life Insurance 101 for CPA Candidates
Our CPA Candidate Program provides PEP Candidates with $50,000 in free Term Life Insurance for the duration of their candidacy, so you can save money and protect your loved ones while focusing on your studies.
Our Life Insurance Plan, Explained
CPAIPW Term Life Insurance is designed to protect CPAs during times of financial dependency, such as going to school, marriage, mortgages, raising a family, taking care of aging parents, or considering entrepreneurship.