MJ Insurance, one of the largest privately held insurance agencies in the nation, has announced that Chris Novotney, director of personal insurance, has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the University of Pennsylvania’s Wharton School of Business and Chubb.
Novotney is one of only 39 agents this year to receive the certification, according to MJ Insurance. In order to receive the designation, Novotney completed a one-year program focused on the lifestyle, risk management and insurance needs of successful individuals and families. The CAPI program, created by Wharton and Chubb in 2014, is the first to focus on a specific client segment in the personal insurance marketplace.
“We are extremely proud that Chris has received the prestigious CAPI designation,” said Jon Loftin, president and COO of MJ Insurance. “This accomplishment proves his incredible dedication to the insurance industry as well as his ongoing commitment to serving families and individuals who have a unique set of exposures created by their assets and lifestyle.”
CAPI program courses are taught by the Wharton faculty, Chubb experts and other wealth management professionals, according to MJ Insurance. Agents taking the course took instruction both on the Wharton campus and online throughout 2019. Those who gained the certification must maintain it by completing annual continuing education requirements.
“Because the risk management and insurance needs of successful individuals and families can be complex, agents who have completed the CAPI program have demonstrated the highest level of skill and proficiency required to understand their successful clients’ holistic wealth-management needs and to counsel them on how to protect their lifestyles,” said Mary Parsons, executive vice president and sales and distribution leader for Chubb Personal Risk Services.