CPAGENTS^® was created to protect the interests of our clients—and prospective clients—concerning the purchase of life insurance products. Our goal is to provide our partners, affiliates, and clients with the peace of mind that comes with proper planning. As professionally credentialed CPAs with a depth of knowledge and experience, we understand that the gap between the technical world of accounting and the sales-oriented approach of the life insurance industry does not provide integrated, effective insurance planning for those interested in establishing long-term financial plans. As a cpAgency^®, an insurance agency providing life, health and property/casualty insurance services, CPAGENTS^® is uniquely positioned to bridge this gap, providing the ideal solution to this long-standing problem.

Our principals and associates apply the experience and skills they developed as practicing CPAs to all technical areas of life insurance planning including estate and buy-sell planning. This rare combination of talents provides you with the highest level of professionalism and expertise available, creating a greater opportunity for your overall financial success.

By utilizing our services in every aspect of the insurance planning process, from strategy to analysis to implementation, you will realize a tremendous advantage in both the cost and time associated with developing your plans. This continuity not only maintains focus on your objectives, but also provides a unique and extremely valuable multi-faceted perspective. There is also the added benefit of purchasing life insurance from a credentialed professional.

Our unrelenting pursuit of assisting clients and CPAs in buying analytically appropriate life insurance products, regardless of the commission structure or marketing hype, has made CPAGENTS^® the strategic partner of choice for the CPA community.

Through our vision of offering a highly technical, analytical and professional approach to a field perceptually lacking these qualities, CPAGENTS^®' predecessor was recognized by Inc. Magazine in 1992 as one of the 500 fastest growing privately held companies in the United States.

CPAGENTS^® is defined as insurance services in the field of life, health, property and casualty by a currently licensed insurance agent who is also a CPA.