The Prestige Program: Protecting Your High Net Worth Clients

This presentation emphasized the importance of policy audits to uncover gaps and prevent claim denials. The presenter highlighted the unique risks faced by high net worth individuals, such as liability concerns, climate change, and cybersecurity. The presenter shared statistics from a Chubb survey, revealing that only 28% of high net worth individuals carry excess liability insurance, despite 92% being anxious about lawsuits. The presenter also discussed common policy issues, like missing discounts and inadequate coverage, and stressed the need for regular communication and education to protect clients' assets and legacies.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 1m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning / General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
The Prestige Program: Protecting Your High Net Worth Clients
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Larry Hoover

Larry lives in Newmarket, Ontario with his partner Cathy. He’s the proud father of two beautiful, independent daughters. After over 20 years as a successful corporate sales professional, he transitioned his career in 2013 to a P&C Insurance Broker. Now with Oracle RMS, he’s a fierce advocate for property owners. He helps protect their largest assets, as well as avoiding a potential financial disaster. Larry does this by offering a unique service called a Policy Audit that uncovers gaps that might lead to hearing “claim denied”. His Partners across Ontario share this with their clients. Please join me in welcoming Larry Hoover.