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Chartis Expands Continuing Education and Training Initiatives for Private Client Group Brokers and Other High Net Worth Advisors
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NEW YORK – December 8, 2010 – Chartis today announced the expansion of Private Client Group University (“PCG-U”), a continuing education and training program designed for insurance and other financial services professionals who advise high net worth individuals and families.

The Private Client Group division of Chartis created PCG-U in 2007 to supplement the knowledge base of its agents/brokers and help new entrants to the insurance industry hone their sales skills. The new enhancements include:

  • Broader course offerings approved for property and casualty CE credit, including Trust, Estate and Insurance Planning for Art Collections; Wildland and Urban Interface Fire Exposures and Mitigation; and Beauty and Bling: Preserving the Value of Jewelry Collections;
  • Expanded target audiences – courses have been opened up to non-insurance advisors such as financial planners, attorneys and accountants, with CFP, CLE and CPE credits available; and
  • More comprehensive sales training for agents/brokers who work with the Private Client Group.

Over 20 complimentary continuing education courses in total are available in the expanded program. Topics range from exploring liability trends to preserving wine collections. Courses are taught by Private Client Group personnel who undergo training and receive certification from state insurance departments.

“Insurance is a frequently overlooked component of one’s wealth management plans,” said Ron Laconi, President of the Private Client Group. “We have always been committed to helping our agents/brokers better understand the exposures their clients face. Opening the doors of our continuing education classes to a wider set of advisors allows us to share our expertise in a more impactful way.”

The sales training arm of PCG-U was also significantly augmented to assist a broader swath of independent insurance advisors. Two curriculum tracks are available: one for those who focus on new business, and another for those who service existing clients. Training consists of multi-day sessions with a six-month follow-up to reinforce key takeaways. In addition, Private Client Group staff can customize in-house training programs.

For more information about PCG-U, please contact Jerry Hourihan, Senior Vice President and National Sales Manager for the Private Client Group, at 212-458-8815 or jerry.hourihan@chartisinsurance.com.

About Chartis

Chartis is a world leading property-casualty and general insurance organization serving more than 70 million clients around the world. With one of the industry’s most extensive ranges of products and services, deep claims expertise and excellent financial strength, Chartis enables its commercial and personal insurance clients alike to manage virtually any risk with confidence.

Chartis is the marketing name for the worldwide property-casualty and general insurance operations of Chartis Inc. For additional information, please visit our website at http://www.chartisinsurance.com. All products are written by insurance company subsidiaries or affiliates of Chartis Inc. Coverage may not be available in all jurisdictions and is subject to actual policy language. Non-insurance products and services may be provided by independent third parties. Certain coverage may be provided by a surplus lines insurer. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.

Marie Ali