3. 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​

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, WA

IA, NV, OK

ID, TX

8 Credits

AZ, CO, CT, DE, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, MT,

NC, NH, NM, NY, OH, OR,  PA, RI, SC, TN, VA, WI, WY

 

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