Signature B&B Partner Earns CAPI Designation

by Ronald Brunell

The Wharton School of the University of Pennsylvania and Chubb recently awarded 33 insurance agents and brokers the Certified Advisor of Personal Insurance (CAPI) designation.

This program is designed to address the needs fo the high-net-worth household. Larger wage earners tend to live and play harder, this requires an insurance program to protect them from possible loss.

We, at Signature B&B and Acrisure, are very pleased to announce that our own Gerry Tobias, Partner, was one of the agents to receive the CAPI designation.

“We couldn’t be more proud of our Partner, Gerry. The CAPI program is extremely competitive and selective and Gerry’s designation is just one more example of the highly specialized, value added services we bring to our clients”, said Peter Schapero, Managing Partner.

Gerry Tobias sweater.jpg

The curriculum for the CAPI consists of six modules related to the needs of the high-net-worth family. It is a 12 month course of study during which students must complete a project to demonstrate their mastery of the curriculum.

The courses, taught by Wharton faculty and Chubb subject matter experts, include “Understanding the Total Family Balance Sheet”, “Collections” (art, jewelry, wine, etc.), and”Family Security”.

“Agents who have completed the CAPI program have demonstrated a full understanding of high-net-worth customers, including their financial affairs, family management and philanthropic activities,” said Annmarie Camp, Executive Vice President, Chubb Personal Risk Services.

The Signature B&B Companies have always put a premium on education and personal development. This is done by reimbursing all of our employee’s Continuing Education courses and through our Tuition Reimbursement Program.

You can find more information on Gerry Tobias or the CAPI program here.

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