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!

This seminar is a part of our Fundamentals Series – eight seminars that get to the basics of insurance, giving you a complete overview of the workings of the p&c insurance industry. The series will be introduced with a staggered rollout in Ontario this year. Take a look at our seminar program to see how our other seminars can assist you to enhance your career.

PLEASE NOTE:
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IIO Members who need to renew their membership, please add the membership fee.
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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

Pricing

Pricing for this seminar varies based on your membership. Prices exclude tax

Fee Description Amount
CIP/FCIP Graduate Early Bird (Until August 10) $105.00
IIO Member Early Bird Until August 10) $110.00