Sarah Steinhauer awarded the Certified Advisor of Personal Insurance (CAPI) designation
October / 20 / 2015
Sarah is among a group of only 39 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.