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Dierdre Collins, MSFS, RFC
Tim Murphy, AIF, RFC

 

Got AICPA Insurance?

Contact us for a complimentary analysis! A quick comparison may help save you money!

Before you pay your AICPA insurance premium, take advantage of this complimentary analysis to see if you are paying too much premium. Using this comprehensive policy audit process.

We all know that AICPA insurance is a very attractive option for members under the age of 50. Unfortunately, for members over age 50, it becomes expensive and generally doesn’t extend beyond age 79, and at age 80, the death benefit no longer exists. To address some of those short comings, the
MSCPA has partnered with Harbor Strategies Group for the purpose of addressing the insurance needs of our members.Through their comprehensive policy audit process, they have helped hundreds of CPAs compare policies to make the most use of their insurance premium dollars. Before you pay your AICPA insurance premium, we encourage you to take advantage of Harbor Strategies Group’s complimentary analysis to see if you are paying too much premium.

Get your complimentary comparison now. Click here for your Insurance Review Worksheet 

or download this Insurance Worksheet and email it to DCollins@HarborWS.com or fax it to 781-890-5624

Always feel most welcome to call with any questions. Please contact Dierdre Collins, an Affinity Partner of the Mass Society of CPAs since 2011, at 781-254-6225.


The Mass Society of CPA's is not affiliated with LPL Financial.