III. Strategic Coverage Placement

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

Estimated Learning Commitment 
8 Hours​

During the registration period, click here to register.

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