Personal Insurance 202

This course will build upon the basic concepts that were shared in Paul’s 2014 presentation at NAPFA's Fall conference in Charlotte (basic risk management principles, general product knowledge) and delve into the dynamics of the rapidly evolving personal insurance marketplace that serves your most successful clients. We will review major claims trends and how they impact both policyholders and carriers. Finally, we will walk through the process of how to select a risk management firm and dissect their proposals for insurance.