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Capi Peter Beeson
Passionate Insurance Tailor & Engineer. Inspired by Savile Row. Happiness is designing bespoke insurance coverage.
Professional Background
Peter Beeson, CAPI, is a highly esteemed expert in the field of personal insurance, known particularly for his tailored solutions catering to highly successful individuals and families. His expertise lies in understanding the distinctive needs of affluent customers, offering insurance services that are customized to meet these unique requirements. Peter has built a reputation for himself within the wealth management community, frequently collaborating with esteemed professionals such as CPAs, attorneys, wealth advisors, and business consultants. His ability to forge strong relationships with these advisors has allowed him to effectively assist clients who are looking for comprehensive insurance solutions that provide peace of mind and financial security.
During his career, Peter has co-founded Fit Insurance, Inc., where he has continued to enhance his vision of offering personalized insurance solutions. Prior to this, he founded the Seattle Insurance Agency, Inc., which laid the foundation for his extensive experience and understanding of the personal insurance marketplace. His leadership roles in these organizations demonstrate his commitment to not only serving clients but also contributing to the evolution of the insurance advisory landscape. Peter’s distinctive approach combines his wealth of knowledge with effective communication skills, allowing him to navigate complex client needs and craft individualized insurance plans that resonate with the aspirations and perspectives of high-net-worth individuals.
Education and Achievements
Peter's educational journey is marked by his studies at prestigious institutions that have refined his expertise in personal insurance. Notably, he studied and earned the designation of Certified Advisor of Personal Insurance (CAPI) from The Wharton School, one of the leading business schools globally. In conjunction with Chubb, this certification has equipped him with the advanced knowledge and skills required to advise clients on complex insurance matters. Additionally, he furthered his education at the University of Washington, where he gained critical insights that have enriched his understanding of client needs in the insurance sector.
Peter's educational background, paired with his extensive professional experience, empowers him to deliver top-tier insurance strategies that protect the wealth and legacies of his clients. His continued commitment to professional development ensures that he remains abreast of the latest trends and regulations in the insurance industry, allowing him to provide knowledgeable and compliant advice to clients.
Achievements
Throughout his career, Peter has achieved notable recognition within the insurance sector. His ability to effectively communicate the nuances of personal insurance to clients has set him apart as a trusted advisor. The successful establishment of both Fit Insurance, Inc. and Seattle Insurance Agency, Inc. reflects his entrepreneurial spirit and commitment to innovation in personal insurance solutions.
Peter is well-regarded for his collaborative approach, often working seamlessly with other professionals such as CPAs and wealth advisors to achieve comprehensive financial solutions for clients. This unique partnership approach not only benefits his clients by securing tailored insurance solutions but also strengthens the professional network within which he operates. The referrals he receives from industry professionals speak volumes about his reputation and effectiveness in delivering valuable insurance advice.
In an ever-evolving financial landscape, Peter Beeson continues to be a guiding force for highly successful individuals and families, ensuring that their insurance needs are met with precision and care. His in-depth knowledge of the industry, commitment to professional excellence, and an empathetic understanding of clients' needs make him a distinguished figure in the realm of personal insurance.