PRMA Summit Education offers timely, expert-led sessions tailored to today’s evolving risk landscape. From emerging trends to pressing client concerns, the agenda is designed to equip insurance advisors with the knowledge they need to navigate a complex marketplace. Attendees will gain practical insights and strategies to better serve high net worth clients in a rapidly changing world. Registration for the Summit opens on July 14.
In today’s world, we’re learning from emerging risks and exploring emerging solutions. The PRMA Summit Education sessions are designed to turn those lessons into better conversations and stronger strategies for tomorrow.
Beyond the Standard Market:
Other Risk Transfer Solutions
As risks become more complex, traditional insurance may not be sufficient. This session explores advanced solutions such as parametric products and captives, which are gaining traction among high-net-worth clients. This session will provide a clearer understanding of how these tools fit into broader risk strategies and how to confidently engage in conversations around them.
SPONSORED BY:
Battling the Elements: Strengthening Homes and Conversations
As convective storms, wind events, hail, and flash flooding become more frequent, they’re revealing vulnerabilities not just in roofs, drainage systems, and home maintenance, but also in the conversations we need to have with the individuals we protect. In this session, you’ll hear from risk managers, a leader in Fortified roofing, and specialists in flood mitigation as we explore how roof quality, structural upkeep, and proactive maintenance can make a measurable difference. Attendees will leave with more stories, deeper insights, and client-ready conversation tips to help guide stronger decision making as we continue to educate both clients and the broader insurance industry.
SPONSORED BY:
The Hidden Risks of Wealth:
Navigating Exposures in a Mobile World
Affluent clients face unique and often overlooked exposures as they lead increasingly mobile lifestyles. This session will explore a broad range of risks including international travel, cyber threats, medical evacuations, and security concerns such as kidnap and ransom. Experts will share real-world examples and practical approaches to help clients stay safe and informed.
SPONSORED BY:
A 360-Degree Look at Claims:
Managing Client Expectations Amid Emerging Realities
The claims environment is evolving in response to more frequent catastrophes and changing client behavior. This session will explore what we are learning during claims, and how to set client expectations in the future. Attendees will also learn about claims complexities involving such areas as fine art, collectibles, vehicles, and yachts, and how to improve claims readiness through better documentation and client education.
SPONSORED BY:
DAY THREE MAINSTAGE
SPONSORED BY BERKLEY ONE
What the California Wildfires Taught Us All
Regardless of your clients living in California, the January wildfires were a wake-up call for the entire industry. The events in Los Angles spotlighted a new reality: this can happen anywhere. More than ever, brokers are asking questions such as Where can I find coverage? What does my client need to do to secure it?
In this fireside discussion (no pun intended), you will hear from several industry experts and engineers with diverse backgrounds in fire protection engineering, building codes, and firsthand experience living in high-risk areas. They’ll share practical insights ranging from what belongs on a mitigation checklist to how brokers can shift client conversations from reactive to proactive.
No, we won’t have all the answers…and in today’s market, no one can guarantee insurability. But we can plan. This session will focus on helping clients stand out in a challenging environment by telling a compelling story of risk mitigation and readiness.
This isn’t just a California issue. It’s a blueprint for how we must all move forward learning from what these historic wildfires have taught us about preparedness, resilience, and the power of proactive risk management.
Optional Sunday Courses
PRMA Summit Education kicks off with optional Sunday sessions focused on two essential topics: building your personal brand and understanding water leak detection and shut-off technologies. These courses offer practical tools to help advisors differentiate themselves and better protect their clients’ homes from one of the most common and costly risks.
Building Your Brand and Network: Turning Passion into Partnerships and Clients
October 19 | 3:30 pm-4:30 pm
Join us for a dynamic and interactive panel discussion designed specifically for Private Client Professionals in the high-net-worth personal insurance space. This session will explore how to successfully build your personal brand around your passions and interests to grow a powerful network and win new clients.
But building a network is just the beginning—what happens after you meet a great referral partner? Our panelists will also dive into best practices for developing and maintaining Centers of Influence (COI) relationships to ensure long-term, mutually beneficial business partnerships.
This two-part discussion will empower you to:
- Define and grow your personal brand authentically
- Attract and engage your ideal clients
- Cultivate meaningful, strategic relationships with COIs
- Turn branding and networking into real business growth
Alert! Leak Detected! Understand Water Shut Off Devices and Educate Clients
October 19 | 3:30 pm-4:30 pm
Which phone call would you rather receive:
- Your client just experienced a devastating water loss?
- Or your client calls to thank you for helping them PREVENT a water loss?
The importance of water shut off devices cannot be overemphasized – they play a significant role in preventing water damage, the leading cause of home insurance claims. This session is designed to enhance your confidence and equip you with the knowledge to articulate the value of these devices to your clients.
PRMA Summit Education Sponsors!
Thank you to our Education Sponsors! Our programming would not be possible without them. Visit the sponsors & exhibitors page.
