Brent Hoedeman earns Certified Advisor of Personal Insurance designation

By: Brown & Brown of Southwest Florida
 
NAPLES, Fla. - Jan. 26, 2021 - PRLog -- Brent Hoedeman of Brown & Brown of Southwest Florida 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.

Hoedeman is among a group of only 39 agents and brokers in 2020 to have received the certification after completing a one-year intensive educational program on understanding the lifestyle, risk management and insurance needs of successful individuals and families. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific client segment in the personal insurance marketplace. To date, there are just 251 insurance professionals who hold the prestigious designation.

"The agents who have completed the CAPI program have demonstrated a holistic understanding of successful clients, including their financial dynamics and complex risk management and insurance needs," said Mary Parsons, executive vice president, sales and distribution leader, Chubb Personal Risk Services. "Simply put, CAPI agents are in a better position to advise successful clients on their most significant and ever-evolving risk exposures."

"We are extremely proud that Brent Hoedeman has received the prestigious CAPI designation," said Jason Cloar, executive vice president of Brown & Brown of Southwest Florida. "This shows his incredible dedication to the insurance industry, as well as his ongoing commitment to serving successful individuals and families who have a unique set of property and liability exposures created by their assets and lifestyle."

CAPI courses are taught by Wharton faculty, Chubb subject matter experts and other wealth management professionals. Participants received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia in January 2020, and through virtual classes, webcasts, reading assignments and other online activities throughout 2020. Participants also have ongoing access to fellow class members and program alumni, and upon graduation, must maintain their certification by completing annual continuing education requirements facilitated by Wharton.

About Brown & Brown of Florida, Inc. – Southwest Florida

Brown & Brown of Florida Inc. - Southwest Florida is a wholly-owned subsidiary of Brown & Brown, Inc., which is a leading insurance brokerage firm, providing risk management solutions to individuals and businesses. With more than 80 years of proven success and thousands of teammates, we offer knowledge you can trust and strive to deliver superior customer service. For more information, please visit bbinsurance.com (https://www.bbinsurance.com/).

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