Stay at your workstation and experience a virtual presentation!
Presentation:
Current Market Trends Affecting High Net-Worth Individuals
Presenters:
Brittaney Shaner | Vice President, Midwest Asst. Sales & Distribution Leader at Chubb
Melissa DeLaCruz | Vice President, Midwest Regional Claim Executive at Chubb
Erica Jennewine | Assistant Vice President, Michigan PRS Sales & Distribution Leader at Chubb
Date/Time:
Tuesday, August 13th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation has been approved for 1 CFP CE!
About the Presentation: This course discusses the risk and trends that are affecting high net-worth individuals as they consider their personal lines insurance program.
- Learn how inflation is driving up the cost of materials and impacting P&C loss trends
- Understand the risks high net-worth clients face in liability
- Understand the impact of reinsurance and how people are moving into hazardous areas of the U.S.
- Achieve an understanding of how weather impacts the marketplace and learn the number of disasters that occur each year
- Learn how high net-worth clients are investing in their passions
About the Presenters:
Brittaney Shaner is responsible for developing and achieving profitable growth objectives for the Midwest Region, in conjunction with the Regional Sales Leader and team of Personal Lines Managers throughout the region. Together, they work closely with Chubb’s trusted advisors, who are hand-picked insurance brokers that connect Chubb’s niche market of clients with the suite of superior personal lines product solutions that Chubb offers. Developing strong relationships with centers of influence such as Wealth Advisors and Family Offices is a top priority as well. Outside of work, Brittaney enjoys spending time with family and friends at Lake of the Ozarks.
Melissa DeLaCruz is accountable for the overall claim business relationships in the Region, with responsibility for comprehensive customer interactions between our internal and external business partners and the North America Claims organization. She has primary oversight of the claims relationship with our distribution channels and serves as a contact for issue resolution. Melissa has over 30 years of claims experience in a variety of positions. At CNA, Melissa led the Claim Client Services organization. She spent nearly 20 years at Travelers Insurance as a Claim Account Executive Regional Director and served as an AVP for Workers’ Compensation.
Erica Jennewine, CAPI, CPRM, CIC is Assistant Vice President, Michigan Sales & Distribution Leader for Personal Risk Services, a division within Chubb Insurance that focuses exclusively on insuring the lifestyles and assets of successful individuals and families. Her experience includes Homeowner Claims adjusting at Allstate, Business Development for Sentry Insurance, and Private Client Practice Leadership at Hylant. In her roles, she has assisted financially successful families and insurance agents and brokers with personal risk management strategies. Erica earned her bachelor’s degree from the Robert H Smith School of Business at the University of Maryland in College Park, MD. She currently resides in Sylvania, OH with her husband John and their two teenage children. She enjoys playing tennis and spending time with her family, traveling to state and national parks to hike and enjoy the outdoors together.
