Individual Membership

Individual memberships are available for $295 per year to insurance professionals who specialize in insuring private clients.

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Benefits of joining the CIPC include:

  • Access to both admitted and non admitted private client markets
  • Exclusive Lloyd's of London underwriting facility (Learn more about the access to the CAT Risk Facility)
  • Introductions to other private client professionals
  • Reduced rates for attendance at all CIPC functions
  • Introduction to Lloyd's Coverholder and MGA market
  • CIPC will serve as your liaison to new markets and insurance companies
  • Continuing education on coverage, risk management and loss control for private clients
  • Ability to enroll in the Certified Personal Risk Manager (CPRM) course curriculum
  • Advanced notice of the Certified Personal Risk Manager (CPRM) course curriculum and schedule

Retail Agency Membership

Retail Agency memberships are available for $500 per year to insurance professionals who specialize in insuring private clients.

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Benefits of joining the CIPC include:

  • CIPC individual memberships for the agency's insurance professionals (unlimited)
  • Access to both admitted and non admitted private client markets
  • Exclusive Lloyd's of London underwriting facility (Learn more about the access to the CAT Risk Facility)
  • Introductions to other private client professionals
  • CIPC will serve as your liaison to new markets and insurance companies
  • Reduced rates for attendance at all CIPC functions
  • One complimentary registration pass to attend the annual CIPC Conference ($495 value)
  • Introduction to Lloyd's Coverholder and MGA market
  • Continuing education on coverage, risk management and loss control for private clients
  • Advanced notice of the Certified Personal Risk Manager (CPRM TM ) course curriculum and schedule

MGA/Wholesaler Membership

MGA/Wholesaler Memberships are available for $2,500 per year

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Benefits of joining CIPC as a MGA/Wholesaler include: 

  • CIPC individual memberships for the firm’s insurance professionals (unlimited)
  • Recognition for your support for education, advocacy and networking in the private client business
  • Affirmation of your desire to establish best practices for private client business
  • Networking with individuals and companies interested in the private client services space
  • Reduced rates for attendance at all CIPC functions
  • Networking with both admitted and non-admitted underwriters
  • Opportunity to better understand retail agent challenges
  • Continuing education on coverage, risk management and loss control for private clients
  • Advanced notice of the Certified Personal Risk Manager (CPRM TM ) course curriculum and schedule
  • Two complimentary registration pass to attend the annual CIPC Conference ($990 value)

Corporate Membership

CIPC Corporate Members are identified as supporting sponsors of the CIPC's efforts to improve education, networking, market access and professionalism in the practice of insuring private clients. Memberships are available for $5,000 per year and provides access to all active agents in the firm.

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Benefits of joining the CIPC as a Corporate Member:

  • Recognition for your support for education, advocacy and networking in the private client business
  • Affirmation of your desire to establish best practices for private client business
  • Participation in executive panels on industry issues
  • Opportunity to chair a specific service, industry or coverage group
  • Direct contact between agency and insurer partners
  • Access to agents and insurers specializing in the Private Client sector
  • Consultation for building non admitted facilities
  • Introduction to new market facilities
  • Platform for locating agencies across the U.S. who can assist with servicing the business or producing new accounts
  • Support in locating new producers, account representatives and marketing personnel
  • Networking with individuals and companies interested in the high net worth space
  • Connections with life and estate planning specialists and insurers
  • Inclusion in the Private Client network of iPeople
  • Postings as industry expert for press inquiries
  • Onsite consulting and training workshops
  • Exclusive Lloyd's of London underwriting facility (Learn more about the access to the CAT Risk Facility)
  • Complimentary Silver Sponsorship at the 2017 CIPC Conference, including:
    • 3 individual memberships to the CIPC
    • 2 complimentary registrations to the annual CIPC Conference
    • Acknowledgement and link on www.privateclientcouncil.com
    • Company name/logo in program, on-site event signage, and general sessions
    • Creating Insurance Proposals
    • Creating High-Net-Worth Quote Sheets
    • Generating Renewal Surveys
    • Identifying potential clients within current book using management system
    • Other lead generation methods
    • Information sharing on producer, service executive and support staff compensation

For information on Corporate Membership pricing, please contact Diahann Doyen at This email address is being protected from spambots. You need JavaScript enabled to view it..