Sentences with phrase «cpa life plan»

An insured who is covered by the CPA Life Plan may also opt to add an optional dependent child coverage rider for only $ 6 per year.

The criteria for obtaining either Select or Preferred premium rates are the same as those for the CPA Life plan.

With the CPA Life Plan, an insured may be able to qualify for one of three different rate classes.

While the rates can typically differ from state to state, the CPA Life Plan offers rate bands that are based on age.

This plan essentially offers the same features that are available on the CPA Life plan, plus:

Similar to with the CPA Life plan, individuals may only obtain Standard rates if they apply before age 45.

The Group Variable Universal Life coverage provides the same options are the CPA Life and Spouse CPA Life plan, in addition to an investment / cash value component to the policy.

With the group variable universal life insurance plan through the AICPA, all of the features that are in the CPA life plan are included, in addition to the following:

Not exact matches

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These include the CPA Life and Spouse Life option, and the level premium term and spouse level premium term plan.

You can view AICPA rates for CPA Life and Spouse Plans here.

CPA Life and Spouse Life Plans - This is a life insurance plan issued by Prudential (Prudential Insurance Company of AmeriLife and Spouse Life Plans - This is a life insurance plan issued by Prudential (Prudential Insurance Company of AmeriLife Plans - This is a life insurance plan issued by Prudential (Prudential Insurance Company of Amerilife insurance plan issued by Prudential (Prudential Insurance Company of America).

These options include a disability waiver (available on the CPA Plan, but not on the Spouse Life plan), as well as an Accidental Death and Dismemberment (AD&D) coverage, and an accelerated death benefit option feature for terminal illnPlan, but not on the Spouse Life plan), as well as an Accidental Death and Dismemberment (AD&D) coverage, and an accelerated death benefit option feature for terminal illnplan), as well as an Accidental Death and Dismemberment (AD&D) coverage, and an accelerated death benefit option feature for terminal illness.

Regardless of the select or standard health class, life insurance costs under the CPA life insurance plan increase every five years beginning at age 30.

The premium rates that are charged for the CPA Life and Spouse Life Insurance plan will vary, based upon the amount of coverage that you are purchasing, as well as your gender and age.

The CPA term life insurance plan offered by the AICPA has two different rate classes for determining policy cost: the select class and the standard class.

With the CPA Life and Spouse Life Insurance plan, the spouse life insurance rates will be based upon qualifying for a certain rate clLife and Spouse Life Insurance plan, the spouse life insurance rates will be based upon qualifying for a certain rate clLife Insurance plan, the spouse life insurance rates will be based upon qualifying for a certain rate cllife insurance rates will be based upon qualifying for a certain rate class.

With all of the life insurance plans that are offered through the AICPA, the coverage is portable — even if you retire or go to another job — provided that you or your spouse remains a member of the American Institute of CPAs.

The plans that are offered through the AICPA include CPA Life and Spouse Life coverage, Level Premium Term and Spouse Level Premium Term coverage, and Group Variable Universal Life insurance.

Our Overall AICPA Life Insurance Review We've established you can do much better than the CPA Life Insurance Plan if you're in average to good health.

There are also some additional features that come with the CPA Life & Spouse Life plan.

While many individuals who work as CPAs may already have life insurance protection via an employee benefit plan, this coverage may not always be enough.

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The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gePlanning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

In order to help agents better position themselves come tax time, de Marlor and Peter Baker, CPA at Business Planning Group, offered some year - round tax tips in an hour - long live webcast last week.