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NEW! Online Classroom Schedule: (Same 16 Hours of Class Instruction)
There are a total of eight 2-hour live webinars with faculty instruction conducted on Tuesday and Thursday for two weeks at 10:00am – 12:00pm and 2:00pm – 4:00pm Central Standard Time. The 2-hour short answer essay exam is then taken during a two day exam period Tuesday-Wednesday of week three.

Personal Client Risk Management

Online Classroom

July 17 - August 1, 2018 Register Now

Understanding Coverage Differences

Online Classroom

October 16 - 31, 2018 Register Now

Evaluating & Protecting the Lifestyle

Online Classroom

April 24 - May 9, 2018 Register Now

Practical Application of Personal Risk Management

Online Classroom

November 27 - December 12, 2018 Register Now




Traditional Classroom Schedule: Class schedule is 8:00am – 5:00pm on day one and two. The 2-hour short answer essay exam is from 8:30am -10:30am on day three.

Personal Client Risk Management
Learn to apply the risk management process to the personal client needs to produce a complete personal lines risk management and insurance approach.

Topics Covered:

  • Understand the High Net Worth and Affluent Market
  • The Personal Client Risk Management Process
  • Catastrophe Exposures, Mitigation, and Residential Loss Control
  • Emergency Preparedness

Participants will also learn:

  • Cat Exposures; Cat Modeling - Underwriting
  • Protection Units Wildfire And Hurricane
  • Identification Of Commercial Exposures In The Personal Lines Account
  • Carrier Options/Selection

April 4-6, 2018, Tarrytown, NY

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October 8-10, 2018, Chicago, IL

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Understanding Coverage Differences: The Affluent and High Net Worth Client
An evaluation of the primary personal lines policies available for insuring the complex, affluent personal lines client. You will learn to thoroughly evaluate the primary policies and coverages available to address these unique exposures.

Topics Covered:

  • Property (Home/Auto/Floaters/etc.)
  • Course of Construction; Appraisals, Valuation (Pre And Post Claim)
  • Catastrophe Coverage; Primary and Excess Flood; Earthquake
  • Primary Liability (Personal/Auto/Activities/etc.)
  • Umbrella/Excess Liability
  • Total Account Features/Benefits
March 13-15, 2018, Denver Area, CO  
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June 5-7, 2018, Orlando, FL  
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Evaluating and Protecting the Lifestyle
Adequately protecting the "lifestyle" of the Personal Lines client is the focus. You will learn to evaluate often specialized coverage needs and gather the necessary information used by companies to adequately insure these exposures.

Topics Covered:

  • Marine/Aircraft/Crew; Activities and Hobbies
  • Home/Family Businesses; Farming; Ranching; Equine
  • Kidnap & Ransom
  • Directors & Officers
  • Employment Exposures - Domestic Employees; EPLI; Workers Compensation; Other

January 16-18, 2018, Atlanta, GA

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 September 25-27, 2018, Boston, MA  
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Practical Application of Personal Risk Management
This course will help you to understand the complexities of serving high net worth clients. Develop a first-class Personal Lines Risk Management Division within an agency and feel confident with the added value knowledge provides for complex personal lines accounts.

Topics Covered:

  • Managing Your Book of Business; Commitment and Confidentiality
  • Mitigation and Managing the Claim Process
  • Development of a PL Risk Management Division
  • Admitted vs. Non Admitted (Standard vs. Surplus Lines)
  • Panel Discussion - Markets; Dealing with the Client
January 24-26, 2018, Irvine, CA  
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September 12-14, 2018, Houston, TX
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Winning the Business: The Art of Presentation - Present or Perish
This workshop style, hands-on working session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and great way to polish your skills and knowledge.

Topics Covered:

  • Techniques Necessary in Selling to the High Net Worth Client
  • Proposal Generation and How To Present to the High Net Worth Client
  • The Art Of Wealth Management Referral
  • Errors & Omissions
  • Selling & Role Play
March 21-23, 2018 San Antonio, TX Register Now

November 6-8, 2018, New Orleans, LA


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For questions, contact The National Alliance for Insurance Education & Research at 800-633-2165.

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