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Personal Lines Agents Need Commercial Lines Resources in High-Net Worth Segment

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Council for Insuring Private Clients Advisory Board Member Laura Sherman has worked in the high-net worth personal lines space for over 20 years. As a broker and partner with Tampa, Fla.- based Baldwin Krystyn Sherman Partners, Sherman says there has been a lack of knowledge and information for agents and brokers working in this segment of personal lines. At the recent CIPC conference in Dallas, Sherman spoke about how this knowledge gap can create E&O problems for insurance agents and why the CIPC was started at just the right time.

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