MarketScout founded the Council for Insuring Private Clients (CIPC) to provide a venue where agents and insurers may collaborate on how to better serve their private clients. Insuring wealthy individuals is a unique, specialty area of the insurance industry and until the formation of the CIPC, there wasn't a forum for sharing ideas and perfecting skills. The CIPC will focus on implementing best practices and risk management techniques for insuring the personal assets of private clients. Any entity or individual with a focus on insuring high net worth individuals may join the CIPC.

Insurers AIG and Chubb are Strategic Partners of the CIPC.

The annual CIPC Conference provides attendees the opportunity to network with high net worth insurers, agents, investors and others involved in the high net worth space. It will also focus on specific presentations designed to improve the art and science of insuring private clients.

In 2012, the CIPC made plans to develop the educational programs required for an individual to obtain a new designation, Certified Personal Risk Manager (CPRM). The CPRM designation program is specifically designed for the high net worth insurance industry. In May 2014, the CIPC, in collaboration with The National Alliance for Insurance Education & Research announced the development of the Certified Personal Risk Manager (CPRM) Program. The purpose of the CPRM program is to train the insurance and risk management communities to better serve the high net worth and affluent client base. The program's five major areas of emphasis will include personal risk management, insurance coverage differences, evaluation and protection of the lifestyle, the practical application, and management of the business of high net worth and affluent clients.

The future direction of the CIPC will be built on a collaborative platform with all members having a voice in how we work to improve the private client insurance industry.



CIPC Advisory Board Members


Ronald R. Assise, CIC, CPRM
The Horton Group
Orland Park, IL

Robert F. Larocca
Executive Vice President
Woodbury, NY
Steve Brown
Hoffman Brown Company
Sherman Oaks, CA

Kathryn Norris
Vice President, Family Office Practice Leader
Chubb Personal Risk Services
Chicago, IL
Robert Haibi 
Chief Field Executive 
AIG Private Client Group
New York, NY

Sharon Posman, CIC, AFIS, CISR
Vice President & Member
Lipscomb & Pitts Insurance, LLC
Memphis, TN

Nicholas W. Jemas
Executive Vice President
Fairfield, NJ

Lynn Rasmussen, CAPI
Senior Vice President, Practice Leader
Private Risk Management
Lockton Companies
Tampa, FL
Richard Kerr
Chief Executive Officer
Dallas, TX

Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)
Tampa, FL
Ellen Kroesen
VP, Sales & Distribution Training Manager
Chubb Personal Risk Services
Whitehouse Station, NJ
Shari Violas
Vice President, Private Client Services
Momentous Insurance Brokerage  
Van Nuys, CA
Stacy Warren
Chief Sales + Customer Experience Officer
St. Petersburg, NJ
LoriAnn V. Lowery-Biggers
Bella Vaughan, Inc.
Dallas, TX








MarketScout is a national MGA and wholesale broker headquartered in Dallas, Texas with a commitment to providing exceptional technical and market expertise for insuring private clients. We are a Lloyds cover holder and MGA for seven different private client insurers. We administer a homeowners program which is exclusive to members of the CIPC. MarketScout is an MGA for commercial and personal exposures including fine arts, animal mortality, workers compensation, energy, professional and many other exposures. More information is available on the MarketScout Exchange at






Strategic Partners




American International Group, Inc. (AIG) is a leading global insurance organization serving customers in more than 100 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States. Through its Private Client Group, a division of the AIG member companies, successful individuals can access innovative protection for homes, excess liability, automobiles, private collections, yachts and more. AIG Private Client Group also offers supplemental services designed to minimize property damages, safeguard fine art and other collectibles and bolster family safety. For more information, visit







Chubb is the world’s largest publicly traded property and casualty insurance company serving individuals and families with more to insure. We offer an array of coverages and services to discerning owners of custom and historic homes, luxury automobiles, jewelry, fine art, and other valuable possessions. Our customers appreciate a particular kind of protection and level of service that can only come from decades of experience insuring individuals, families, and their valuable possessions. Not just coverage. Craftsmanship. For more information, visit






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The National Alliance for Insurance Education & Research provides insurance and risk management programs in the US, Mexico, and the Caribbean. Over 2,500 annual programs meet any agency or company’s education needs. Programs include the CIC, CRM, CISR, CSRM designations, sales and service classes, online courses, and advanced seminars.




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Price Forbes & Partners Limited is an independent global specialty insurance broker with offices in Bermuda, Brussels, Chile, Dubai, London, South Africa and Malaysia, trading with all of the major international insurance and reinsurance markets. Their team of experts work closely with clients, ensuring they are aligned with the best markets, people and products available to achieve the right solution. In servicing a diversified portfolio of business types, they have brought together the talent and resources that are necessary to fully analyse and address each business sector in which they operate. Price Forbes’ reputation derives from its ability to apply an innovative approach and vision to provide bespoke insurance solutions to clients.

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Gold Sponsors

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Bronze Sponsors


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