Ferraris, Furs & Fine Arts - Insuring High Net Worth Clients-Webinar (EST)

Webinar - On Your Computer

ON [Map]
Date and Time: August 24, 2021 9:00 a.m. - 12:15 p.m.
Speaker(s):
Melanie Needham, President of MRD Consulting
MRD Training & Consulting Inc.

WEBINAR  |  BUILDING  |  TECHNICAL

High Net Worth Individuals (HNWI)—or people or families with assets above a certain amount—often require highly tailored and specialized service to meet their needs. In addition to signiciant assets they can have more complicated risk exposures. If you’re interested in attracting and retaining these valuable clients, join us for this highly informative session.

You’ll learn:

  • Key coverages to consider (e.g., GRC, Umbrella, Value Policies)

  • Ways to give HNWI the service they expect

  • Common pitfalls in sales and service

Perfect for: brokers and agents looking to attract and retain high net worth individuals as clients


Seminar Leader: Melanie Needham, FCIP, CRM
President, MRD Consulting

CE Hours: 3 hours ON/AB/MB


Register today!

- IIO Members who need to renew their membership, please add the membership fee.
-
No refunds, credit notes issued only with 48 hour written notice.

If you have any questions or for assistance with registration, please contact us:conestogamail@insuranceinstitute.ca