High Net Worth Clients

Webinar Overview: Ferraris, Furs, and Fine Arts. High Net Worth Individuals (HNWI)—or people or families with assets above a certain amount—often require highly tailored and specialized services to meet their needs.

Presenter: Melanie Needham, FCIP, CRM With over 20 years experience in the insurance industry and has held various different positions which allows Melanie to have a deep industry understanding. Melanie works with successful, values-driven entrepreneurs, business owners, and organizational leaders, helping them become even more effective. Melanie was awarded the National Emerging Leader award through the Insurance Institute of Canada in 2011.

In addition to significant assets, they can have more complicated risk exposures. If you’re interested in attracting and retaining these valuable clients, join us for this highly informative session.
Participants will be able to:

• Differentiate Key coverages to consider (e.g., GRC, Umbrella, Value Policies)
• Ways to give HNWI the service they expect
• Common pitfalls in sales and service

Event Details

Date January 6, 2022

Event Type Seminars & Webinars


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