I. Fundamentals of Personal Risk Management

When working with high net worth clients, there are some basics.  During this segment, you will explore fundamental terminology, develop a risk management strategy and learn the essential steps to implementing that strategy with your clients.

Course Details
Complete the following, in addition to the final assessment, to receive a certificate of completion:

Learning Modules

• Online Learning Course: Fundamentals of Personal Risk Management
• Online Learning Course: Understanding Underwriting Principles and  Pricing
• Expert's Corner:  Emerging Trends in Underwriting and Analytics Webinar
• Personal Risk Management Case Study:  “Robert and Clair Wilson”
• Expert's Corner:  Personal Risk Management In Action  - Case Study Review and  Discussion Webinar

Required Reading Assignments

• IRMI:  Risk Management Why and How

Optional Reading Assignments

• Wealth Exposed:  Insurance Planning for High Net Worth Individuals and Their Advisors, by Brian G. Flood
• Insurance Intelligence Whitepaper; “Wealth At Risk:  How High Net Worth Families Overpay To Be Underinsured.”

Estimated Learning Commitment 
8 Hours

During the registration period, click here to register.

Continuing Education Credits for P&C Producer Licenses are available in certain states
State Specific CE Requirements