Chubb and Wharton Executive Education Train the Next Generation of High-Net-Worth Focused Agents and Brokers

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Chubb (CB) Announces 48 Agents Earn Certified Advisor of Personal Insurance Designation

48 Agents Earn Certified Advisor of Personal Insurance Designation

WHITEHOUSE STATION, N.J., Dec. 7, 2023 /PRNewswire/ -- Chubb today announced that 48 high-performing insurance agents and brokers have earned the Certified Advisor of Personal Insurance (CAPI) designation following the successful completion of a comprehensive educational curriculum created in collaboration with the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania.

The inception of the CAPI program began 9 years ago and today helps high-performing insurance agents and brokers serve as trusted advisers to successful clients. Following completion of 12 months of study, program participants complete a rigorous curriculum, to demonstrate their mastery of understanding the needs and dynamics of the high-net-worth market. Chubb and Wharton Executive Education have trained a total of 369 insurance professionals during the history of the program, who hold the prestigious designation.

"Completion of the CAPI program is a mark of excellence for high performing agents and brokers who support the high-net-worth market," said Maria Johnson, North America Sales & Distribution Leader at Chubb. "The curriculum is notable for providing its graduates with the tools, knowledge and client relations skills to support the complex risk management needs of high-net-worth successful individuals and their families."

CAPI's curriculum consists of modules related to the financially successful mindset, custom insurance solutions, building client relationships, selling, excelling in the high-net-worth arena, and sustaining excellence. In addition, attendees participate in 25 webinars and a capstone project. Courses, which are taught by Wharton faculty, Chubb subject matter experts and other professionals, include "Understanding the Total Family Balance Sheet," "Collections" (e.g. art, jewelry, antiques, wine, etc.), "Insurance Concerns and Special Needs," "Building Relationships," and "Trust Based Selling." 

The agents and brokers in the CAPI's ninth graduating class work for a variety of organizations, including major global and regional brokerages to small-town, family-owned independent agencies across the United States and Canada.

About Chubb

Chubb is the world's largest publicly traded property and casualty insurance company. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide. Additional information can be found at: www.chubb.com.

Chubb Insurance Company of Canada has offices in Toronto, Calgary, Montreal and Vancouver and provides its products and services through licensed insurance brokers across Canada. For additional information, visit: chubb.com/ca. 

About Wharton Executive Education

Wharton Executive Education has served as the global leader in executive development for 35 years. Steeped in the heritage and analytical insights of the Wharton School, with an eye toward shaping the future of business, Wharton Executive Education's individual, online, and custom programs prepare more than 100,000 professionals a year to transform their careers and organizations. For more information on Wharton Executive Education's practical business solutions, visit executiveeducation.wharton.upenn.edu.

 

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SOURCE Chubb INA Holdings

FAQ

What is the Certified Advisor of Personal Insurance (CAPI) program?

The CAPI program is an educational curriculum created in collaboration with the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania, designed to help high-performing insurance agents and brokers serve as trusted advisers to successful clients.

How many insurance professionals have been trained in the CAPI program?

Chubb and Wharton Executive Education have trained a total of 369 insurance professionals during the history of the program, who hold the prestigious designation.

What does the CAPI curriculum consist of?

The curriculum consists of modules related to the financially successful mindset, custom insurance solutions, building client relationships, excelling in the high-net-worth arena, and sustaining excellence, along with participation in webinars and a capstone project.

Who teaches the CAPI program courses?

Courses are taught by Wharton faculty, Chubb subject matter experts, and other professionals.

What organizations do the agents and brokers in the CAPI program work for?

The agents and brokers work for a variety of organizations, including major global and regional brokerages to small-town, family-owned independent agencies across the United States and Canada.