Meristem Family Wealth Agent Among a Select Group To Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb
MINNEAPOLIS – November 30, 2016 —John Quinlan of Meristem Family Wealth, LLC has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb.
Quinlan is among a group of only 33 agents to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and risk management and insurance needs of high-net-worth individuals. The program also helps agents to brand themselves as trusted high-net-worth advisors. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific customer segment in the personal insurance marketplace.
“The agents who have completed the CAPI program have proven that they have the high level of skill and expertise required to understand the total family balance sheet and advise high-net-worth individuals on their complex risk management and insurance needs,” said Annmarie Camp, Executive Vice President, Sales and Distribution Leader, Chubb Personal Risk Services.
“We are extremely proud that John has received the prestigious CAPI designation,” said Charlie Maxwell, Chairman and CEO of Meristem. “This shows dedication and commitment to serving our clients, who each have their own unique set of complexities and liability exposures.”
The curriculum for the 12-month CAPI program included six modules related to the high-net-worth mindset, customizing 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.”
Courses were taught by Wharton faculty, Chubb employees and other experts who work with high-net-worth customers and their advisors. Agents received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia, at the Chubb Personal Risk Services’ office in Whitehouse Station, NJ, and through virtual classes, webcasts, reading assignments and other online activities throughout 2015-2016.
Chubb is the world’s largest publicly traded property and casualty insurance company. With operations in 54 countries, 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, and other locations, and employs approximately 31,000 people worldwide. Additional information can be found at: 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 95,000 graduates.
Meristem Family Wealth, LLC is an independently-owned wealth management firm. Meristem was designed using the blueprint of the traditional “family office” experience to work alongside clients who are looking for more from their advisors. Meristem is headquartered in Minneapolis and has offices in Naples, Florida and Scottsdale, Arizona. Meristem provides trust services through its affiliate, Meristem Trust Company located in South Dakota.