Understanding Coverage Differences

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$525.00
Available
Seats Available
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Instruction Hours 16
Topics Understanding Coverage Differences
Programs Certified Personal Risk Manager (CPRM)
Start Date Mar 10, 2020
End Date Mar 31, 2020
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

Rebeca Glanton

Bio Detail

Rebeca Glanton has managed the risks faced by successful individuals and their families for over 15 years. Her professional background includes both insurance carrier and insurance agency experience. She started her career as an Underwriter with Chubb before becoming a licensed agent. As an agent, Rebeca gained progressive experience in sales strategies, risk identification, program development, placements, and client management. Before rejoining Chubb in 2014, Rebeca worked in the New York metro area in Marsh's Family Office Practice and as a Business Development Manager with AIG Private Client Group. Today Rebeca is the Business Development Manager for Chubb's Customer Center nationwide. Rebeca is a proponent of continuing education and earned her CIC designation in 2011, her CRM designation in 2015 and is actively pursuing her CPRM designation as well. She also serves as a faculty member for The National Alliance for Insurance Education & Research. By combining her professional experience with her education, Rebeca provides specialized knowledge to better protect the lifestyles and assets of successful families for future generations.

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 Hall

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.