48 Agents Earn Certified Advisor of
Personal Insurance Designation
WHITEHOUSE STATION, N.J., Dec. 7, 2023
/PRNewswire/ -- Chubb today announced that 48 high-performing
insurance agents and brokers have earned the Certified Advisor
of Personal Insurance (CAPI) designation following the
successful completion of a comprehensive educational curriculum
created in collaboration with the Aresty Institute of Executive
Education at the Wharton School of the University of Pennsylvania.
The inception of the CAPI program began 9 years ago and
today helps high-performing insurance agents and brokers serve as
trusted advisers to successful clients. Following completion of 12
months of study, program participants complete a rigorous
curriculum, to demonstrate their mastery of understanding the needs
and dynamics of the high-net-worth market. Chubb and Wharton
Executive Education have trained a total of 369 insurance
professionals during the history of the program, who hold the
prestigious designation.
"Completion of the CAPI program is a mark of excellence for high
performing agents and brokers who support the high-net-worth
market," said Maria Johnson, North
America Sales & Distribution Leader at Chubb. "The curriculum
is notable for providing its graduates with the tools, knowledge
and client relations skills to support the complex risk management
needs of high-net-worth successful individuals and their
families."
CAPI's curriculum consists of modules related to the financially
successful mindset, custom insurance solutions, building client
relationships, selling, excelling in the high-net-worth arena, and
sustaining excellence. In addition, attendees participate in 25
webinars and a capstone project. Courses, which are taught by
Wharton faculty, Chubb subject
matter experts and other professionals, include "Understanding the
Total Family Balance Sheet," "Collections" (e.g. art, jewelry,
antiques, wine, etc.), "Insurance Concerns and Special Needs,"
"Building Relationships," and "Trust Based Selling."
The agents and brokers in the CAPI's ninth graduating class work
for a variety of organizations, including major global and regional
brokerages to small-town, family-owned independent agencies across
the United States and Canada.
About Chubb
Chubb is the world's largest publicly traded property and
casualty insurance company. With operations in 54 countries and
territories, Chubb provides commercial and personal property and
casualty insurance, personal accident and supplemental health
insurance, reinsurance and life insurance to a diverse group of
clients. As an underwriting company, we assess, assume and manage
risk with insight and discipline. We service and pay our claims
fairly and promptly. The company is also defined by its extensive
product and service offerings, broad distribution capabilities,
exceptional financial strength and local operations globally.
Parent company Chubb Limited is listed on the New York Stock
Exchange (NYSE: CB) and is a component of the S&P 500 index.
Chubb maintains executive offices in Zurich, New
York, London, Paris and other locations, and employs
approximately 40,000 people worldwide. Additional information can
be found at: www.chubb.com.
Chubb Insurance Company of Canada has offices in Toronto, Calgary, Montreal and Vancouver and provides its products and
services through licensed insurance brokers across Canada. For additional information, visit:
chubb.com/ca.
About Wharton Executive Education
Wharton Executive Education has served as the global leader in
executive development for 35 years. Steeped in the heritage and
analytical insights of the Wharton School, with an eye toward
shaping the future of business, Wharton Executive Education's
individual, online, and custom programs prepare more than 100,000
professionals a year to transform their careers and organizations.
For more information on Wharton Executive Education's practical
business solutions, visit executiveeducation.wharton.upenn.edu.
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SOURCE Chubb INA Holdings