December 13, 2017 – Tod O’Dowd of Avery Insurance Portsmouth, NH 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.
Tod O’Dowd is among a group of only 38 agents this year to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and 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.
“The agents who have completed the CAPI program have proven that they have the highest level of skill and expertise required to understand the total family balance sheet and advise successful clients on their complex risk management and insurance needs,” said Annmarie Camp, Executive Vice President, Sales and Distribution Leader, Chubb Personal Risk Services.
Courses are taught by Wharton faculty, Chubb subject matter experts and other professionals. Agents received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia, and through virtual classes, webcasts, reading assignments and other online activities throughout 2017.
Chubb is the world’s largest publicly traded property and casualty insurance company, and the largest commercial insurer in the United States. 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 10,000 annual participants in executive education programs; and a powerful alumni network of 96,000 graduates.
About Avery Insurance
Founded in 1899, Avery Insurance is a 4th generation, family owned, independent insurance agency located in Portsmouth and Wolfeboro, NH. Avery Insurance provides customized protection strategies for their clients personal and commercial needs. Through a high touch, concierge level approach, Avery combines risk management, complete asset protection, and most of all, a professional and confidential approach to preserving the wealth and assets of their valued clients.