Insurance Training Course Catalog
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Risk Management and Insurance for the High Net Worth Client
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It's more than just a platitude that "the rich have more money than us". They also might have a different manner of approaching risk. Join us as Casey Roberts brings us this perspective of risk management and insurance. We'll talk about some of the challenges we encounter when dealing with the High Net Worth (HNW) client, especially when it comes to assessing their needs from a Risk Management approach. One other challenge...the shrinking HNW marketplace.
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