Understanding the Affluent Market
NJ Course Code: #0501588 – 3 Credits
PA Course Code: #108101 – 3 Credits
Advanced course designed to take an in-depth look into the affluent/high-net-worth marketplace and the challenges posed by the unique exposures and lifestyles. Discussion will focus on their needs and some of the most frequently overlooked coverage gaps, as well as the underwriting and risk management issues. How to properly service the business will also be discussed.