Evaluating and Protecting The Lifestyle

Learn to evaluate the often specialized coverage needs and gather the necessary information used by insurance companies to insure and risk manage these lifestyle exposures.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Practical Application of PRM

Develop a first-class affluent and high net worth personal lines division within an agency and feel confident with the added value that knowledge and expertise provide for complex personal lines accounts.

Practice of Risk Management

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Dynamics of Selling

The only “insurance specific” selling process created & taught by top insurance sales professionals that transforms the traditional 25% close ratio to 70% of your presentations.

Understanding Coverage Differences

Learn to apply risk management tools and diagnostic skills to create a comprehensive risk management and insurance programs for these clients with sophisticated lifestyles.

Analysis of Risk

Use risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Control of Risk

Personal Client Risk Management

Learn the steps of the risk management process for affluent and high net worth clients and the importance of incorporating risk management when structuring their insurance programs.

Analysis of Risk

Use risk data to analyze the frequency and severity of losses, the potential for future losses, and cost-benefits of control solutions.

Understanding Coverage Differences

Learn to apply risk management tools and diagnostic skills to create a comprehensive risk management and insurance programs for these clients with sophisticated lifestyles.

Dynamics Producer Coaching Program

Learn new and relevant methods for building relationships with ideal clients, find accountability for your progress towards meeting sales goals, and build a community of peers to support a growing insurance career.

Dynamics of Selling

The only “insurance specific” selling process created & taught by top insurance sales professionals that transforms the traditional 25% close ratio to 70% of your presentations.

Practice of Risk Management

Gain an understanding of the daily managerial and organizational requirements of risk managers and how an organization utilizes the risk management process.

Principles of Risk Management

Get the skills needed to correctly identify exposures by building a firm foundation in the fundamentals of risk management.

Financing of Risk

Compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives.

Winning the Business

Communicate with your high-profile clients—learn the process of selling and delivering sharp proposals that high net worth clients expect.

Control of Risk

Financing of Risk

Compare various financing options: non-insurance transfer, guaranteed cost plans, retro plans, dividend plans, pools, and various types of captives.