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Wharton and Chubb Award Certified Advisor of Personal Insurance Designations to Agents

PHILADELPHIA, October 15, 2015—The Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb Personal Insurance have awarded the first Certified Advisor of Personal Insurance (CAPI) designations to 37 agents and brokers. Created by Wharton and Chubb in 2014, the CAPI program helps agents and brokers serve as trusted advisers to high-net-worth clients. Following 12 months of study, program participants must complete a project to demonstrate their mastery of the curriculum. “The agents who have completed the CAPI program have developed a full understanding of high-net-worth clients, including their financial affairs, family governance and philanthropic activities,” said Stacey Silipo, director of strategic partnerships for Chubb Personal Insurance. “By being more knowledgeable about all the financial dynamics in high-net-worth families, these agents are in a better position to help clients manage their most significant risk exposures.” CAPI’s curriculum consists of six modules related to the high-net-worth mindset, custom insurance solutions, building client relationships, selling, excelling in the high-net-worth arena and sustaining excellence. Courses, which are taught by Wharton faculty, Chubb subject matter experts and other professionals, include “Understanding the Total Family Balance Sheet,” “Collections,” (art, jewelry, antiques, wine, etc.), “Family Security,” “Relational Agility” and “Building Your Personal Brand.” Classes are held on Wharton’s campus in Philadelphia, at Chubb Personal Insurance’s headquarters in Whitehouse Station, NJ, and online. The agents and brokers in CAPI’s first graduating class work for a variety of organizations, ranging from major global and regional brokerages to small-town, family-owned independent agencies across the United States. A list of the CAPI graduates is available here.  About Chubb Group of Insurance Companies Since 1882, members of the Chubb Group of Insurance Companies have provided property and casualty insurance products to customers around the globe. These products are offered through a worldwide network of independent agents and brokers. The Chubb Group of Insurance Companies is known for financial strength, underwriting and loss-control expertise, tailoring products for the needs of high-net-worth individuals and commercial customers in niche markets and select industry segments, and outstanding claim service. The Chubb Group of Insurance Companies is the marketing term used to describe several separately incorporated insurance companies under the common ownership of The Chubb Corporation. The Chubb Corporation is listed on the New York Stock Exchange (NYSE: CB) and, together with its subsidiaries, employs approximately 10,000 people throughout North America, Europe, Latin America, Asia and Australia. For more information regarding The Chubb Corporation, including a listing of the insurers in the Chubb Group of Insurance Companies, visit www.chubb.com. About the Wharton School Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community one of the most published business school faculties, Wharton creates ongoing economic and social value around the world. The school has 5,000 undergraduates, MBA, Executive MBA, and doctoral students; more than 9,000 annual participants in executive education programs; and a powerful alumni network of 94,000 graduates.
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