Understanding Coverage Differences

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$525.00
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Seats Available
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Instruction Hours 16
Topics Understanding Coverage Differences
Programs Certified Personal Risk Manager (CPRM)
Start Date Dec 03, 2019
End Date Dec 12, 2019
Learning Options Online Instructor-Led

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Topics Covered:

  • Property Coverage Differences Residential

  • Property Coverage Differences Collections
  • Property Coverage Differences Automobiles
  • Liability Coverage Differences Primary Liability Residential
  • Liability Coverage Differences Automobile
  • Liability Coverage Differences Excess Liability Coverage
  • Special Event Coverage for the Affluent or High Net Worth Client
Accommodations not applicable for Online Courses.

An evaluation of the primary personal lines policies available for insuring the complex, affluent personal lines client. You will learn to thoroughly evaluate the primary policies and coverages available to address these unique exposures.

Topics Covered:

  • Property Coverage Differences Residential

  • Property Coverage Differences Collections
  • Property Coverage Differences Automobiles
  • Liability Coverage Differences Primary Liability Residential
  • Liability Coverage Differences Automobile
  • Liability Coverage Differences Excess Liability Coverage
  • Special Event Coverage for the Affluent or High Net Worth Client
Faculty

Faculty Name

Dennis Phillips

Bio Detail

Dennis Phillips is an Assistant Vice-President with USI Insurance Services National, Inc. in Atlanta, Georgia, where he manages the accounts of about 200 high net worth personal lines clients. He began his insurance career in 1982 and for the past 33 years has focused almost exclusively on insuring affluent and high net worth families. Dennis is a faculty member for both the Certified Insurance Counselors (CIC) and the new Certified Personal Risk Manager (CPRM) programs. Dennis earned his CIC designation in 1994 and his Bachelor's Degree in Religious Education from Beulah Heights University in 1977.

Faculty Name

Stephanie Roof

Bio Detail

Stephanie has been in the insurance industry for over 12 years. Shortly after college, she joined a national broker and began working with high net worth clients. During this time, she completed Accredited Advisor of Insurance and her Certified Insurance Counselor designations. In 2015, she joined the AON team and is currently an Associate Regional Director for the Jacksonville office. She is also a member of the Northeast Florida Estate Planning Council and the Women in Insurance and Financial Services.

Faculty Name

Beverly Raiford

Bio Detail

Beverly Messer has 43 years of experience in the risk and insurance industry, most recently serving as Senior Vice President of Academic Development at The National Alliance for Insurance Education & Research, Austin, Texas. During her nearly 12 years there, she had responsibilities for developing, managing, and maintaining the insurance designation program CIC and the advanced programs - James K. Ruble Seminars. She led the development of the newest designation of The National Alliance - the Certified Personal Risk Manager (CPRM) Program. Beverly began her insurance career in 1975 in Northwest Indiana and during her 32 years in the agency business, her responsibilities included all aspects of sales and agency operations. In 2007, she sold her interest in the agency and joined The National Alliance. In 1991 and again in 2002, Beverly was recognized as the Insurance Agent of the Year by the Independent Insurance Agents of Indiana (IIAI). Beverly served two terms as national president of the Safeco Agent Advisory Council and chaired the CIC Indiana Liaison Committee for 10 years. She held leadership positions on the Mid America Technical Conference, Hammond Education Foundation, and local and state Insurance Women organization. Beverly earned the CIC designation in 1991, the CISR designation in 2007, and the CRM designation in 2008.