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TheStreet Open House

Wharton And Chubb Establish High-Net-Worth Insurance Advisor Certification For Agents

WARREN, N.J., May 13, 2014 /PRNewswire/ -- The Chubb Group of Insurance Companies and the Aresty Institute of Executive Education at the Wharton School have created an educational program that will help select agents and brokers better understand the risk management and insurance needs of their high-net-worth clients. Following successful completion of the one-year program—the first of its kind to focus on a specific customer segment in the personal insurance marketplace—agents and brokers will receive a professional certification.

The Certified Advisor of Personal Insurance (CAPI) program leverages Chubb's expertise in agent and broker education and high-net-worth risk management, as well as its longstanding relationship with Wharton, to offer a course of study that will help agents differentiate themselves to existing and prospective clients.

"It takes a very skilled agent to advise the affluent on managing a unique set of exposures created by their assets and often high-profile business, family and personal activities," said Kathleen Tierney, chief operating officer of Chubb Personal Insurance. "Chubb was the pioneer in focusing on serving the affluent community more than 30 years ago, and as a result, we have a deep understanding of the complex needs of this marketplace. By working with some of the world's best business educators at the Wharton School, we plan to transfer some of that knowledge to agents and brokers. As Certified Advisors of Personal Insurance, these agents and brokers will demonstrate to their customers and peers that they possess a high level of skill, expertise and credibility in advising on high-net-worth risk management and insurance."

The curriculum for the 12-month certification program will include six modules: The high-net-worth mindset; customizing insurance solutions; building client relationships; selling; excelling in the high-net-worth arena; and sustaining excellence. Agents will complete a broad range of courses, including Collections (art, jewelry, antiques, wine, etc.); Family Security; Tapping Centers of Influence; and Promoting Your Personal Brand.

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