Love your LIFE, your friends, and family.
Life Insurance: You need it, and we can save you money.
Asking yourself “what will happen when I’m gone”, is the first step in recognizing the importance to the wealth of the people you care about most.
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What is CPAIPW Term Life Insurance?
We’ll break it down nice and simple.
Term Life Insurance is coverage that is in place on an agreed-upon period, in other words, a ‘term’.
During the term, the insured (you) will pay an annual premium to the insurer (us). This premium is determined by your age and the amount of insurance you purchase.
When you make payments for Term Life Insurance, you are securing a benefit payout to the people you select as your beneficiary / beneficiaries in the event, you pass during the term of coverage. A selected recipient, also called a beneficiary, can be your spouse or common-law partner, your children, business partner, or any qualified charities.

What’s Next?
We will help you determine how much coverage you need.
As a general rule to calculate the amount of coverage needed, CPAs typically:
Add up all of your debt
Multiply your salary 5-10x to give your family time to decide how to move forwards financially.
Add $100k for each kid
Who is encouraged to apply for Term Life Insurance?
For those who live with compassion, who are responsible, the go-getters, and the dependable.
To be eligible for our Term Life Insurance Plans you need to be one of the following: a CPA member, a CPA member’s spouse, or a CPA member-student.
To keep things straightforward, we’ve listed the top 5 reasons why a CPA needs Term Life Insurance:
If you have a mortgage.
If you have debt.
You are a sole proprietor, or you own and operate a family-owned business.
If you have loved ones that are dependent on you financially.
You have a child or are planning to have children.


A Comprehensive Analysis and Direct Plan of Action for Your Life Insurance Needs.
- Understand how Life Insurance supports your Life plan.
- Bring your plan to Life with detailed calculations of what you need.
- Get a copy of your comprehensive plan to use as a reference through your discovery process.
From our years of expertise helping CPAs find the coverage they seek we’re proud to say, “We Get CPAs.”
We created our Quoter, to cater specifically to analyzing your needs. Please select ‘Get a Quote’ to determine your exact needs.
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