Paul is among a group of only 39 agents this year to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and risk management and insurance needs of successful individuals and families. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific client segment in the personal insurance marketplace.
“Because risk management and insurance needs of successful individuals and families can be complex, agents who have completed the CAPI program have demonstrated the highest level of skill and proficiency required to understand their successful clients’ holistic wealth management needs and to counsel them on how to protect their lifestyles,” said
“We are extremely proud that Paul has received the prestigious CAPI designation,” said
Courses are taught by Wharton faculty, Chubb subject matter experts and other wealth management professionals. Agents received instruction on the Wharton campus at the
About Chubb
Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries, 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
About the
Founded in 1881 as the first collegiate business school, the
Contact Information:
865-481-2655
Contact via Email
reliance-risk.com
Read the full story here: https://www.pr.com/press-release/803110
Press Release Distributed by PR.com
Copyright © 2020 PR.com and its licensors
, source