Canadian Underwriter

Event

Insurance Institute of Ontario – Ferraris, Furs & Fine Arts – Insuring High Net Worth Clients – Webinar (EST)

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by Conestoga Chapter, IIO
August 24, 2021
Virtual Class - On-line 9:00 am - 12:15 pm (EST)


WEBINAR  |  BUILDING  |  TECHNICAL

High Net Worth Individuals (HNWI)—or people or families with assets above a certain amount—often require highly tailored and specialized service to meet their needs. In addition to signiciant assets they can have more complicated risk exposures. If you’re interested in attracting and retaining these valuable clients, join us for this highly informative session.

You’ll learn:

  • Key coverages to consider (e.g., GRC, Umbrella, Value Policies)
  • Ways to give HNWI the service they expect
  • Common pitfalls in sales and service

Perfect for: brokers and agents looking to attract and retain high net worth individuals as clients

Seminar Leader: Melanie Needham, FCIP, CRM
President, MRD Consulting

CE Hours: 3 hours ON/AB/MB

 



Visit event's website
https://www.insuranceinstitute.ca/en/institutes-and-chapters/Ontario/Conestoga/Seminars/Seminar-Details?seminarId=12489




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