GUS BATES agent named certified advisor by Wharton and Chubb
Anna Pamplin of GUS BATES Insurance & Investments 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.
Pamplin is among 39 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.
“We are extremely proud that Anna has received the prestigious CAPI designation,” said Matt Morris, President of GUS BATES Insurance & Investments. “This shows her incredible dedication to the insurance industry as well as her ongoing commitment to serving successful individual and families, who have a unique set of property and liability exposures created by their assets and lifestyle.”