Event Calendar

Thursday, June 27, 2024

Selling to the Next Generation | ACPRIA Research Presentation | Virtual

Start Date: 6/27/2024 2:00 PM EDT
End Date: 6/27/2024 2:30 PM EDT


Organization Name: PRMA

Contact:
Samantha Hennessy
Email: shennessy@privateriskmanagement.org
Phone: (888) 317-7762

The 2023-2024 class of ACPRIA candidates will present their year-long research live to the PRMA membership this June! Spanning a wide range of topics, ACPRIA cohorts will address specific challenges within the high-net-worth industry and provide recommendations to help us collectively address these evolving trends. The presentations provide a unique opportunity to learn from your fellow colleagues.

Selling to the Next Generation 

Discover actionable tips for insurance professionals to effectively work with and advise 'Gen Z' in our upcoming webinar. During this session, you will learn how to establish trust, maintain exceptional customer experiences and tailor approaches that resonate with this demographic. The collective insights shared will give you practical tips for selling high-net-worth insurance to the next generation.

Presented By:

Diana Acosta, Foundation Risk Partners
Joseph Kalinosky, WTW
Jenny Kopun, USI
Holly LaFlamme, Starkweather & Shepley Insurance

About the ACPRIA Program:

The Advanced Chartered Private Risk and Insurance Advisor (ACPRIA) certification is a one-year program providing an opportunity for professionals in the high-net-worth risk management specialty to further their knowledge and raise their professional profile. The program is exclusively available to Chartered Private Risk and Insurance Advisor (CPRIA) graduates and consists of a thought-leader written report, team presentation and educational asset designed to enhance intellectual curiosity and knowledge of risk exposures and solutions specific to HNW personal risk management. Learn more about the PRMA ACPRIA program at privateriskmanagement.org/acpria. Applications are now open for the 2024-2025 ACPRIA class.