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Recognition for your support for education, advocacy and networking in the private client business
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Affirmation of your desire to establish best practices for private client business
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Participation in executive panels on industry issues
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Opportunity to chair a specific service, industry or coverage group
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Direct contact between agency and insurer partners
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Access to agents and insurers specializing in the Private Client sector
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Consultation for building non admitted facilities
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Introduction to new market facilities
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Platform for locating agencies across the U.S. who can assist with servicing the business or producing new accounts
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Support in locating new producers, account representatives and marketing personnel
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Networking with individuals and companies interested in the high net worth space
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Connections with life and estate planning specialists and insurers
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Inclusion in the Private Client network of iPeople
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Postings as industry expert for press inquiries
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Onsite consulting and training workshops
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Exclusive Lloyd's of London underwriting facility
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Complimentary Silver Sponsorship at the 2022 CIPC Conference, including:
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2 complimentary registrations to the annual CIPC Conference
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Acknowledgement and link on www.privateclientcouncil.com
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Company name/logo in program, on-site event signage, and general sessions
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Creating Insurance Proposals
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Creating High-Net-Worth Quote Sheets
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Generating Renewal Surveys
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Identifying potential clients within current book using management system
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Other lead generation methods
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Information sharing on producer, service executive and support staff compensation
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Provides access to all active agents in the firm.