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The State of Nevada has only approved this course for 3 credits of Property & Casualty and 3 credits of Ethics.
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OVERVIEW AND TOPICS
Effective Insurance Practice Serving the High Net Worth
Initial considerations an agency faces during the planning process and how they improve the agency’s brand including value statements, vision statements and mission statements that lead to the success of an agency/organization.
Developing and Sustaining a High Net Worth Division
What to consider when selecting a new high net-worth insurance company to represent.
Relationship Management
Benefit and value of external high net-worth client relationships and how to develop and maintain them.
Client Stewardship
How client stewardship is applied to serve high net-worth clients and elements involved in developing a strategy for continuous client stewardship.
The Claims Process
Importance of claims management, benefits to clients, agencies, and Insurance companies, and the agent's role when working with high net-worth clients.
E&S and International Coverage
Why coverage for high net-worth clients is written in the Excess & Surplus Lines (E&S) market and the various ways to access the E & S market and their characteristics.
