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

Continuing Education Credits for P&C Producer Approved State
State Specific CE Requirements

4 Credits 5 Credits 6 Credits 7 Credits
GA FL, LA, NE, NJ, OK, WA MT, TX IN
8 Credits
AZ, CO, CT, DE, IA, ID, IL, KS, KY, MA, ME, MI, MN, MO, MS,
NC, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, VA, WI, WY
 


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