Risk Management for the Affluent Market


NJ Course Code: #506052 –   3 Credits

PA Course Code: #112456 –     3 Credits


This advanced Personal Lines course studies some of the very unique exposures and underwriting issues posed by the Affluent account, with emphasis on Risk Management philosophies and techniques. Discussion will also include the general characteristics of this client segment and some of the coverage needs by line of business. Time will also be spent on the role of the insurance professional as an “insurance consultant/risk advisor” by using an in-depth case study to highlight the importance of this role for this specialized market. The importance of carrier relationships and financial stability will also be discussed.