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.