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