An invitation-only Seminar for UVIS Members in Tempe, Arizona. Co-hosted by Chubb and Crestbrook.
PRESENTER:
Bob Teschke, co-founder of Polestar Performance Programs, a nationally recognized insurance industry sales training and coaching organization and a United Valley preferred vendor.
TOPICS:
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.
DATES:
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
