High Net Worth Clients (CE Credits Available)

Instructor-led via Zoom.

Live online events

  • 20 August
    3 hours, 01:15 PM MDT - 04:15 PM MDT
    Online
    Justine R
    • $88.00 excl. Tax
    Register3 places remaining
  • 25 September
    3 hours, 08:30 AM MDT - 11:30 AM MDT
    Online
    Justine R
    • $88.00 excl. Tax
    Register5 places remaining
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Description

(CE AVAILABLE IN THE FOLLOWING STATES ONLY: AL, AZ, CA, CO, GA, NM, OH, TX, & WA)

Please note: Texas requires 3 student minimum for CE course. If your resident state is TX and the course does not have 3 students or more enrolled, CE credit cannot be given.

Learn the unique insurance coverage needs and how to protect your high net worth customer's assets. We will review underwriting principles for each coverage, as well as multiple exposures your client has.

The following will be address in this course:

  • Who is a High Net Worth/Affluent Client?
    • Characteristics of a high net worth/affluent client
    • Coverage needs
    • Service needs
  • Insurance Markets
    • Type of markets
    • Insuring high-value homes
    • Historical homes
    • Secondary homes
    • High-value autos
  • Claims
    • Types of claims
    • Service expectations
  • Other Coverage
    • Cyber coverage
    • Excess coverage
    • Kidnap and ransom
    • Medical evacuation coverage
    • Private collection
    • Yacht
    • Workers Compensation
    • EPLI - employment practices liability insurance

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