III. Strategic Coverage Placement
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To succeed in the high net worth field, it is vital that a personal insurance professional understands the full scope of an effective risk management strategy. In this segment, you will fully immerse yourself in developing and designing a comprehensive risk management placement strategy. Along the way, you will tap into your own knowledge of the insurance/provider marketplace, current trends and available risk management services.
Course Details
Complete the following in addition to the final assessment to receive a certificate of completion:Learning Modules
- Online Learning Course: Evaluating the Client Fit
- Online Learning Course: Accessing the Insurer/Provider Marketplace
- Online Learning Course: Advanced Coverage Review I
- Online Learning Course: Advance Coverage Review II
- Expert's Corner: Proposal and Recommendations Webinar
- Case Study Assignment: HNW Client Risk Assessment & Recommendations
- Expert's Corner: Case Study Assignment Review & Discussion Webinar
8 Hours​
During the registration period, click here to register.
Continuing Education Credits for P&C Producer Approved State
State Specific CE Requirements
| 3 Credits | 5 Credits | 6 Credits | 7 Credits |
| GA | FL, LA, NE, NJ, WA | IA, NV, OK, TX | ID |
| 8 CE Credits | TBD |
| AZ, CA, CO, CT, DC, DE, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NM, NY, OH, OR, PA, RI, SC, TN, VA, WI, WY Alberta, British Columbia, Manitoba, Saskatchewan |
AR, WV |
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