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Seminar: Marketing to the Affluent in Personal Lines

An invitation-only Seminar for UVIS Members in Tempe, Arizona. Co-hosted by Chubb and Crestbrook.


Bob Teschke, co-founder of Polestar Performance Programs, a nationally recognized insurance industry sales training and coaching organization and a United Valley preferred vendor.


This is an advanced course for Personal Lines Producers marketing to the affluent customer — attendees should be experienced in personal lines but can be newer to the affluent market or seasoned producers.

Understanding the Affluent Market:

This course provides a solid foundation of understanding this market – its size, what makes them different, some of their coverage nuances, and how they need to be sold to and communicated with.

Risk Management for the Affluent Market:

This course focuses on how the affluent/high-net-worth client needs to be handled very differently, more from a “risk management” standpoint than the typical client. We will get into coverage differences, and why its important to focus on the 3Ps – Prevention, Protection and Price.


Sunday, Feb. 22, 2015

5:30 pm – 7:30 pm – Welcome Reception/Dinner (Optional)

Monday, Feb. 23 – Training Day

7:30 am – Continental Breakfast 8:30 am – 11:30 am – Understanding the Affluent Market 11:30 am – 12:30 pm – Lunch at Hotel 12:30 pm – 3:30 pm – Risk Management for the Affluent Market 4:00 pm – Departure