COURSE CREDITS & HOURS
COURSE FEES
There is NO Course fee for 2nd attendee from same Family or Company
PROGRAM TOPICS
- How to recognize when you've fallen into The Owner's Trap and how to pull yourself out;
- The 3 attributes of a scalable business model;
- The one kind of revenue that can triple the value of your business;
- The six forms of sustainable recurring revenue;
- The 2 essential elements of your marketing plan you need in order to avoid commoditization;
- The 1 question you need to ask customers to predict the likelihood that they will buy again.
IMPORTANT INFORMATION
Faculty
Reneé Caputi, MBA, JD, LLM
Reneé is a trusted Advisor that provides consultative and advisory wealth planning to Cross-Border and US Entrepreneurs and Families. This includes coordinating the various specialty professionals needed for a tax, estate, or investment plan to ensure the best and most efficient structures and management are in place. She spearheads projects customized to help clients navigate the complex worlds of Income Taxation, Estate Taxation, Asset Protection, Succession Laws, and Family Dynamics. By making information more accessible, decision processes more transparent, and data more trackable she can help you Enhance your Alpha™.
She is a national speaker and educator on the topics of US and International Taxation, Asset Protection, Entrepreneurship, Estate Planning, Wealth Management, Considerations of Cross-Border Investing, and Business Topics like Mergers & Acquisitions, Strategic Management, and Due Diligence. Reneé is also co-founder of Virtus Technology Group, a cloud based decision support tool for Due Diligence in the Private Investment space.
Her international experience has taken her to multiple countries in Europe, Asia, and South America to work with clients on how to properly position themselves with their investments in the United States and throughout the world.
Reneé' is a member of the NY State Bar Association, American Bar Association, Family Office Institute, and supports Envision Broward of the United Way. She holds the NASD Series 7 - General Securities, Series 63 & 65 and Florida Life, Health, & Disability Licenses and is a NY Bar admitted attorney.
Accreditation
TBA
Cruise Itinerary
| DATE | PORT OF CALL | ARRIVE | DEPART |
|---|---|---|---|
| Sunday, May 26 | Dublin (Dun Laoghaire), Ireland |
- | 6:00 pm |
| Monday, May 27 | *At Sea - Cruising |
- | - |
| Tuesday, May 28 | Alesund, Norway |
12:00 pm | 8:00 pm |
| Wednesday, May 29 | Bergen, Norway |
7:00 am | 4:00 pm |
| Thursday, May 30 | Geiranger, Norway |
8:00 am | 5:00 pm |
| Friday, May 31 | Olden, Norway |
7:00 am | 4:00 pm |
| Saturday, June 1 | *At Sea - Cruising |
- | - |
| Sunday, June 2 | Belfast, Northern Ireland |
9:00 am | 6:00 pm |
| Monday, June 3 | Dublin (Dun Laoghaire), Ireland |
2:45 am | - |
Ports of Call
Dublin (Dun Laoghaire), Ireland


The essential first stop for many is Trinity College, an oasis of cobblestone squares and scholarly calm in the city center. The main draw is the 9th-century Book of Kells, a masterpiece of medieval art. However, the true spectacle is the Long Room library that houses it—a breathtaking, two-story cathedral of books that seems to hold the collective memory of the nation.

From there, Dublin unfolds. You can trace the country’s turbulent path to independence at sites like Dublin Castle and the GPO on O’Connell Street, the headquarters of the 1916 Easter Rising. For a taste of modern Dublin, the energy of Grafton Street, with its high-end shops and talented buskers, is infectious. While the Temple Bar district is famous, its pubs can be crowded; we recommend wandering a few blocks away to find more traditional pubs where conversation and live music flow as freely as the stout.
No visit is complete without acknowledging the city’s most famous export. The Guinness Storehouse is less a brewery tour and more a multi-story, interactive museum dedicated to the 'black stuff.' The experience culminates in the Gravity Bar, offering a complimentary pint and what is arguably the best panoramic view of the Dublin skyline. Given the limited time in port, it’s wise to choose two or three key interests and explore them well rather than rushing to see everything. The city’s true character is found not just in its landmarks, but in the warmth and wit of its people.
At Sea - Cruising
Alesund, Norway

The definitive Alesund experience is the ascent to the Aksla viewpoint. A climb of 418 steps from the town park leads to Fjellstua, where you are rewarded with one of Norway’s most photographed panoramas—a breathtaking view of the town spread across its islands, with the Sunnmøre Alps and the open sea beyond. It is well worth the effort. For those preferring a less strenuous route, a taxi or the small city train can also provide access to the summit.
While the town’s architecture is the main draw, the Atlantic Sea Park, a short bus or taxi ride away, is one of Northern Europe's finest aquariums and offers an excellent look at North Atlantic marine life. As the gateway to the magnificent Geirangerfjord, Alesund provides a perfect, culturally rich introduction to the dramatic landscapes of western Norway.
Bergen, Norway


The primary draw is Bryggen, a UNESCO World Heritage site. Walking its narrow, creaking wooden alleyways feels like stepping back into the 14th century, when Hanseatic League merchants dominated North Atlantic trade. The scent of tarred wood hangs in the air. Today, these historic buildings house artisan workshops, small galleries, and unique boutiques, offering a far more authentic experience than typical souvenir shops.
For a true sense of place, the Fløibanen funicular is essential. A short ride from the city center whisks you up Mount Fløyen. The panoramic view from the top—over the city's rooftops, the bustling port, and out towards the islands and fjords—is the definitive Bergen photograph and provides perspective on the region's dramatic geography.

Beyond the waterfront, the lively Fish Market (Fisketorget) offers a taste of local life, with vendors selling fresh seafood and local produce. For a dose of culture, the KODE art museums house an impressive collection of Norwegian art, including significant works by Edvard Munch. A short journey out of town leads to Troldhaugen, the beautifully preserved lakeside home of composer Edvard Grieg.
Be advised: Bergen is one of Europe's rainiest cities. A waterproof jacket is not just a suggestion; it's a near necessity. The frequent showers, however, often give way to brilliant sunshine, washing the city clean and making the colors of Bryggen even more vibrant.
Geiranger, Norway

Olden, Norway


The primary draw here is the journey to the Briksdal Glacier (Briksdalsbreen), a spectacular arm of the vast Jostedalsbreen ice cap. The trip inland is an experience, culminating in a walk or a ride on an electric "troll car" to a viewpoint of the glacier's blue-tinged icefall, which tumbles down a rugged valley into a milky-green lake.
For a different, equally stunning perspective, the nearby Loen Skylift offers a thrilling ascent to the top of Mount Hoven. In just five minutes, you are transported over 3,300 feet for panoramic views of the fjord, mountains, and valleys—a truly unforgettable vista. Alternatively, a more serene excursion to the emerald waters of Lovatnet (Loen Lake) reveals a place of profound beauty and poignant history. While Olden itself offers little more than a few souvenir shops, its true value lies in providing direct access to the raw, powerful, and accessible beauty of the Norwegian wilderness.
Belfast, Northern Ireland


For a deeper understanding of the city's more recent history, a Black Cab tour is essential. These tours, often led by drivers with personal connections to the era, provide a balanced and poignant narrative of 'The Troubles' as you view the political murals of the Shankill and Falls Roads and the towering Peace Wall that still divides them. Alternatively, the city center is a vibrant hub of Victorian architecture, centered around the magnificent City Hall and the lively St. George's Market.
The alternative is a full-day excursion north to the Antrim Coast. This journey showcases the UNESCO-listed Giant's Causeway, an extraordinary landscape of 40,000 interlocking basalt columns, and the scenic coastal drive is an attraction in itself. Be advised, this is an all-or-nothing trip; committing to the coast means forgoing a proper exploration of Belfast. The decision rests on your priorities: profound urban history or breathtaking natural wonder.
We can assist you with all your travel arrangements. We'd be happy to help you plan your flights, hotels, or tours before and/or after your cruise conference.
PLEASE NOTE: To attend the conference, participants must book their cruise accommodations through University at Sea®. This ensures we can provide full conference services and complimentary social amenities to meeting participants and guests. Participants' family and friends are welcome to book within our group allotment and take advantage of our typically excellent rates.
Request a Quote online or by voice at 800-525-9696 (US/Can) or direct/int'l tel +1-727-526-1571.
Prices below are for the full cruise including meals and evening entertainment
Suites
Royal Suite (RS)Unwind in a luxuriously large living and dining area featuring floor to ceiling panoramic windows, a primary bedroom with Celebrity’s eXhale® bedding featuring the luxury king-sized mattress, a primary bathroom with a large soaking tub, a separate shower, and a double sink vanity, and a spacious private veranda. No matter where you are in this suite, you’ll enjoy stunning views of the sea. So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation. This two-room suite features a large living and dining area with floor-to-ceiling panoramic windows for stunning views from every angle. (Decks Sky & Penthouse)
800-525-9696
for Pricing
Celebrity Suite (CS)These two-room suites feature a large living area with floor to ceiling panoramic windows, private veranda, and a primary bedroom with a king-sized bed. When you stay in a Celebrity Suite, you'll enjoy the luxury of a butler. This includes assistance with unpacking and packing. In-suite lunch and dinner service. Afternoon tea. Evening hors d'oeuvres and complimentary in-suite specialty coffees from Café al Bacio. So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation. Spacious two-room suites that feature a large living and dining area with floor-to-ceiling panoramic windows for stunning views from every angle. (Decks Sky & Penthouse)
800-525-9696
for Pricing
Suite/Deluxe
Penthouse Suite PS.
Unwind in modern spaces that will make you feel on top of the world. Relax in ultimate luxury on your private veranda. Lounge in the king-size mattress in your bedroom. Enjoy VIP treatment with your butler, expansive lounge areas and much more.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation.
Escape to this spacious suite with living and dining areas and a private terrace with a hot tub. 800-525-9696
for Pricing
Suite/Deluxe
Sunset Sky Suite SS.
The perfectly designed Sky Suite offers a blend of expansive views and intimate luxury. These large suites feature a king-sized* bed with our signature eXhale® bedding and a spacious, private veranda. Be welcomed with a bottle of sparkling wine and enjoy the luxury of your butler throughout your stay. Plus, enjoy access to Luminae and The Retreat Lounge, exclusive for guests of The Retreat.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation.
Unwind in a Sunset Suite where you’ll begin your journey with a welcome bottle of sparkling wine to help you ease into vacation bliss. 800-525-9696
for Pricing
Suite/Deluxe
Sky Suite S1.
The perfectly designed Sky Suite offers a blend of expansive views and intimate luxury. These large suites feature a king-sized* bed with our signature eXhale® bedding and a spacious, private veranda. Be welcomed with a bottle of sparkling wine and enjoy the luxury of your butler throughout your stay. Plus, enjoy access to Luminae and The Retreat Lounge, exclusive for guests of The Retreat.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation.
These suites feature a king-sized bed that faces the floor-to-ceiling window and sliding glass door that leads to a private veranda. 800-525-9696
for Pricing
Suite/Deluxe
Aqua Sky Suite AS.
Introducing our Aqua Sky Suites, which combine our well-being inspired AquaClass experience with exclusive spaces, services, and amenities of The Retreat® to leave you more renewed than ever.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation. The perfectly designed Aqua Sky Suite offers a blend of wellness, expansive views and intimate luxury. These large suites feature a king-size bed with our signature CashmereTM Mattress and a spacious, private veranda. The split bathroom features a large spa tub with shower. 800-525-9696
for Pricing
Suite/Deluxe
Signature Suite SG.
In a Signature Suite, relax in airy rooms featuring high ceilings and floor-to-ceiling glass doors and windows. Unwind on luxurious lounge seating on your spacious veranda. Access to an exclusive lounge includes complimentary drinks, canapés, and dedicated Concierge services. Your butler tends to your every need. And, mouthwatering meals await morning, noon, and night in a private restaurant.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation. Signature suites feature airy rooms with high ceilings and floor-to-ceiling glass doors and windows. Unwind on luxurious lounge seating on your spacious veranda and revel in a host of luxurious amenities.
Available only on Celebrity Reflection, they're the perfect suite to escape the ordinary. 800-525-9696
for Pricing
Suite/Deluxe
Reflection Suite RF.
Stateroom Features
The Reflection suite is located in a private area accessible only with your SeaPass® card, enjoy quiet time to unwind after a day of adventure. The bathroom features a cantilever, all-glass shower that extends over the edge of the ship—with a spectacular sea view. You'll enjoy the ultimate luxuries: a butler, a private restaurant, and an exclusive lounge with Concierge services.
So much more than a suite, The Retreat® isn’t a place. It isn’t an amenity. It isn’t a service. It’s all of this and more. The Retreat includes stunning accommodations, a private restaurant, and exclusive lounge and sundeck* that rival any high-end resort. Your dedicated team of attendants, concierges, and your Personal Retreat Host will do everything to ensure you never have to lift a finger on vacation.
Available only on Celebrity Reflection®, our Reflection suites have extra-high ceilings and full-height glass doors and windows that display spectacular views; not only from the spacious sitting area but also from the bathroom—which awakens you with a cantilevered glass shower jutting over the sea. 800-525-9696
for Pricing
Balcony
Prime AquaClass Stateroom (A1)Sleeps 2. Studio, 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. High deck for expansive views. Midship locations. Dedicated Spa Concierge. Wellness is so fundamental to our philosophy, we offer AquaClass® staterooms for a fully immersive, next-level wellness experience. Prime AquaClass staterooms are well-appointed, personal retreats located in the most-desirable locations on the ship. Savor clean cuisine, including new healthy options, at your exclusive restaurant, Blu. Plus, you’ll enjoy access to the Persian Garden, a spa concierge, a complimentary fitness pass, preferential rates on AquaClass spa packages, daily in-room bottled water service, healthy room-service menu options, and a yoga mat for use on board. We’ve thought of everything so that you can focus on nourishing your mind, body, and spirit. (Decks Resort & Penthouse)
800-525-9696
for Pricing
Balcony
Aqua Class Stateroom A2.
Each AquaClass stateroom includes the following world-class amenities:
Expanded room service breakfast menu. Special invitation to a VIP tour of the spa on embarkation day. Specialty restaurant Blu, serving complimentary, healthy continental breakfast daily and complimentary dinner nightly. Grohe® "shower tower". Aromatherapy diffuser, Euro Face towel. Additional custom blended bath products: facial spray and lip balm. Pillow menu to customize your night’s sleep. Welcome bottle water (upon arrival). Daily delivery of flavored tea. Plush 100% cotton bathrobes and slippers. Double occupancy. Premium ship location close to The Spa. Two twin beds that are convertible to queen-size (unless stated otherwise) and sitting area, private mini-bar*, interactive Samsung flat-screen television system to view and select shore excursions, order room service, and watch movies*, private safe, and dual voltage 110/220AC outlets. Stateroom: 194 square feet, Veranda 54 sq. ft.
*Additional charges apply. 800-525-9696
for Pricing
Balcony
Prime Concierge Class Stateroom C1.
Sleeps 2-4. Studio, 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. Higher decks (even more expansive views) and/or midship Priority Debarkation. Our meticulously thought out Prime Concierge Class staterooms with infinite veranda, where the little details make a world of difference, are now even better. Featuring services, amenities, and exclusive events, step inside and discover a room that’s so much more than a room—it’s an experience. Prime Concierge Class staterooms are well-appointed, personal retreats located in the most-desirable locations on the ship.
As a Concierge Class guest, your team of dedicated professionals will take care of all your vacation needs. The in-room automation allows you to control everything from lighting, to shades, to temperature, and service with a simple touch screen. You can even choose a setting that will tuck you in and gently wake you in the morning. It’s world-class service at the touch of a button.
Service:
Enhanced room service breakfast menu
Personalized Concierge service
Exclusive Destination Seminar
Complimentary shoeshine service
Dining:
Main seating time preferences
Exclusive Concierge Class lunch
Amenities:
Welcome sparkling wine*
Daily delectable delights
Pillow selection upon request
Use of golf umbrella and binoculars
Celebrity embossed key holder
Plush 100% cotton towels and bathrobes
Laundry service (with a charge) and complimentary beach towel service
Hairdryer
Custom blended bath products* (shampoo, conditioner, body lotion, soap, shower cap)
Stateroom Features:
Floor-to-ceiling sliding glass door
Sitting area with sofa
Veranda with lounge seating 800-525-9696
for Pricing
Balcony
Sunset Concierge Class Stateroom SC.
Sleeps 4. Studio, 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. Aft-facing veranda: mesmerizing views. Priority Debarkation. Little details make a world of difference, and now our meticulously thought out Concierge Class staterooms are even better. Featuring new services, amenities, and exclusive events, step inside and discover a space that is so much more than a room—it’s an experience. As a Concierge Class guest, your team of dedicated professionals will take care of all your vacation needs. 800-525-9696
for Pricing
Balcony
Concierge Class Stateroom C2.
All staterooms and suites come complete with private bathroom, vanity area, hair-dryer, interactive TV, radio and phone. Personalized Concierge service. Priority check-in Exclusive embarkation day lunch. Destination Seminar. Exclusive pre-departure lounge. Priority debarkation. Main & specialty restaurant seating time preferences. Welcome sparkling wine and fresh fruit. Daily delivery of afternoon savories. Stateroom: 204 sq ft. veranda 42 sq ft.
*Additional charges apply. 800-525-9696
for Pricing
Balcony
Ultra Deluxe Veranda Stateroom UV.
Sleeps 5. 2 bedroom, 1 bath. Stateroom: 575 sqft. Veranda: 53 sqft. Large forward-facing windows and side-facing veranda. Expanded living space. Dining area. Only 4 on ship. Spacious staterooms located in the aft of the ship, each with its own extra-large private veranda to enjoy the beautiful sunsets. Ultra Deluxe Veranda staterooms have the largest veranda of any Solstice Series stateroom offering superb ocean views at the stern of the ship. 800-525-9696
for Pricing
Balcony
Deluxe Veranda Stateroom DV.
Sleeps 2-4. 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. Floor-to-ceiling windows and glass doors. Veranda with lounge seating.
Ample indoor and outdoor space come together to create your private sanctuary at sea. Relax on your spacious veranda and enjoy amenities that all contribute to your luxury experience. Your personal veranda lets you greet the day and enjoy fresh sea breezes. 800-525-9696
for Pricing
Balcony
Prime Veranda Stateroom V1.
Sleeps 2-4. Studio, 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. Higher decks (even more expansive views) and/or midship. Add convenience, space: midship rooms can connect. Indoor and outdoor space come together to create your private sanctuary at sea. Relax in a spacious stateroom and enjoy amenities that all contribute to your luxury experience. Prime Veranda staterooms are well-appointed, personal retreats located in the most-desirable locations on the ship. 800-525-9696
for Pricing
Balcony
Veranda Stateroom V2.
Sleeps 2-4. Studio, 1 bath. Stateroom: 192 sqft. Veranda: 54 sqft. Central location: easy access to all decks. Match your preference: midship, forward & aft options. Indoor and outdoor space come together to create your private sanctuary at sea. Relax in a spacious stateroom and enjoy amenities that all contribute to your luxury experience. Your personal veranda lets you greet the day and enjoy fresh sea breezes. 800-525-9696
for Pricing
Balcony
Sunset Veranda Stateroom SV.
All staterooms and suites come complete with private bathroom, vanity area, hair-dryer, interactive TV, radio and phone.
Twice daily service (makeup and turndown). Celebrity eXhale™ bedding. Private safe. 24-hour room service. Private mini-bar. Complimentary tote bag. Custom blended bath products. Interactive Samsung flat-screen television. Personal veranda. Our signature, personalized service. Daily makeup and turndown service. 24-hour room service. Complimentary robe and tote bag. Celebrity eXhale™ bedding. Private mini-bar. Interactive Samsung flat-screen television. Private safe. Custom blended bath products.
*Additional charges apply. 800-525-9696
for Pricing
Outside
Outside
Prime Ocean View Stateroom O1.
Sleeps 2-4. Studio, 1 bath. Stateroom: 176 sqft. Unique forward-facing window on higher decks. Or midship on Deck 3. Expansive views make Ocean View staterooms the ideal place to unwind at sea. These perfectly indulgent spaces come furnished with Celebrity’s eXhale(R) bedding featuring the luxury king sized* mattress and everything else a modern traveler needs. Prime Ocean View staterooms are well-appointed, personal retreats located in the most-desirable locations on the ship. 800-525-9696
for Pricing
Outside
Ocean View Stateroom O2.
Sleeps 2-4. Studio, 1 bath. Stateroom: 176 sqft. Large porthole window. Forward on Deck 3. Ocean View staterooms, the ideal place to unwind at sea. These perfectly indulgent spaces come furnished with Celebrity’s eXhale(R) bedding featuring the luxury king sized* mattress and everything else a modern traveler needs. 800-525-9696
for Pricing
Inside
Inside
Prime Inside Stateroom I1.
Sleeps 2. Studio, 1 bath. 183 sqft. Higher decks: closer to pool, other outdoor venues. Midship, forward & aft options. Your escape at sea, Inside staterooms offer ample living space, including a sitting area and a flat screen TV. Each inside stateroom on board Celebrity includes world-class amenities. Prime Inside staterooms are well-appointed, personal retreats located in the most-desirable locations on the ship. 800-525-9696
for Pricing
Inside
Inside Stateroom I2.
Sleeps 2-4. Studio, 1 bath. 183 sqft. Central or lower decks. Forward, midship & aft options. Limited number are midship on Deck 3. Your escape at sea, Inside staterooms offer ample living space, including a sitting area and a flat screen TV. Each inside stateroom on board Celebrity includes world-class amenities. 800-525-9696
for Pricing
Before & After Your Cruise
Pre and post-cruise hotel arrangements can be made through our office. Call 800-525-9696 or e-mail us for personalized recommendations.
Protect Your Trip with Allianz Travel Insurance
Allianz Travel Insurance plans can give you flexibility and support when your trip doesn’t go quite as planned. From unexpected flight issues to covered trip cancellations, travel emergencies, and more, travel insurance can help you manage unforeseen events that may impact your trip—giving you peace of mind from the moment you book your trip through your return home.
For an instant quote:
- Simply provide a few short details about your trip
- Review the available protection plans
- Enjoy the peace of mind you deserve
Why Protect your Trip?
Whether you’re planning your next trip or you recently booked one, travel insurance can help smooth over many unexpected travel glitches—while putting your mind at ease, knowing you’re off the hook for covered expenses that could arise from them.
Allianz Travel Insurance plans can provide you benefits and professional support when a covered situation comes up before or during your trip. The following examples may qualify for benefits:
- Cancelling your trip after unexpectedly becoming too sick to travel
- Taking care of a sick or injured traveling companion
- Having to end your trip early due to a family emergency
- Dealing with a flight delay or cancellation
- Needing to buy personal items if your luggage is lost or stolen
- Missing your cruise departure after a covered flight delay
You also can contact our travel protection partner Allianz Global Assistance’s 24/7, award-winning customer service for on-the-go assistance with issues like a medical emergency, replacing your lost passport, or making reservations around the world. To be eligible for a time-sensitive waiver of pre-existing medical condition exclusions, purchase your travel insurance plan within 14 days of initial trip deposit (other purchase requirements and conditions apply). Specific plan benefits may vary. Please review your plan details for more information.
What Can Travel Insurance Help Protect?
Allianz Travel Insurance plans can protect you before and during your trip—keeping you, your loved ones, and your travel budget safer. Benefits vary by plan, and these are brief descriptions. Please read your plan documents for details.
TRIP CANCELLATION
Reimburses your prepaid, non-refundable travel expenses if you need to cancel your trip due to a covered reason, such as you, a family member, or traveling companion experiencing a covered illness or injury. Examples include:
- A doctor says you or a traveling companion is too sick to fly
- Your parent or child requires hospitalization
- You need to attend the birth of a family member’s child
- You have a traffic accident (not breakdown) on the way to the airport
- A storm shuts down your airport for 24 hours or more
TRIP INTERRUPTION
Reimburses your unused, non-refundable travel expenses and increased transportation costs during your trip if you have to return home early due to a covered reason, for instance when a family member has a qualifying medical emergency and needs your care. Examples include:
- You have a covered illness or injury and a doctor says you must return home
- A family member has a qualifying injury and needs your care
- A covered emergency, like a fire or flood, makes your home uninhabitable
TRAVEL DELAY
If you have a covered delay while traveling, travel insurance can reimburse you for meals, accommodations, and transportation expenses when your trip is delayed for a minimum number of consecutive hours for a covered reason. Minimum number of hours varies by plan.
EMERGENCY MEDICAL AND DENTAL CARE
Reimburses your expenses related to covered medical and dental emergencies* that might occur on your trip. This benefit can be especially helpful if you have a covered emergency outside the United States, as most health insurance policies won’t cover you outside the country. Examples include:
- You slip and break your ankle while sightseeing
- You get food poisoning while sampling the local cuisine
- You lose a filling and need immediate dental treatment*
*A sublimit and maximum apply for this benefit. Check your plan documents for details.
EMERGENCY MEDICAL TRANSPORTATION
Arranges and pays for medically necessary transportation following a covered injury or illness to the nearest appropriate medical facility to receive care and get you home after treatment.
BAGGAGE LOSS, DAMAGE, or THEFT
Reimburses the replacement of your lost, damaged, or stolen luggage and personal items while traveling.
BAGGAGE DELAY
Reimburses essential items purchased during your trip if your baggage is delayed for a minimum number of hours (varies by plan).
CHANGE FEE
Reimburses fees if you need to change your flight itinerary due to a covered reason.
24-HOUR ASSISTANCE
Provides around-the-clock support during your trip. Allianz Global Assistance’s staff of multilingual problem solvers can help you with medical, legal, and travel-related emergencies whenever they happen. Medical assistance may include, but is not limited to:
- Medical triage with referrals to local prescreened medical providers
- Ongoing medical monitoring
- Payment guarantee
- Emergency medical transportation
Additional services for travel-related emergencies can help with:
- Missed connecting flights
- Lost/stolen travel documents
- Pre-trip information
- Prescription replacements
Our Promise to You
When you purchase any Allianz Travel Insurance plan, you automatically get 15 days (or more, depending on your state of residence) to review your policy documents. Within that period, you can cancel your plan for a full refund if you’re not satisfied, as long as you haven’t filed a claim or departed on your trip.
Need Help Along the Way?
Contact Allianz Global Assistance’s award-winning team of travel experts. Call anytime for assistance navigating travel mishaps overseas or in the U.S.—or help with everything from reporting lost baggage to locating emergency medical treatment. They can also help you replace passports, refer you to legal assistance, secure cash from home in case of emergency, and guarantee payment when you need to be admitted to a hospital, in some instances.
Contact Allianz Global Assistance
Phone (24/7):
1-800-284-8300 (within the U.S., Canada, Puerto Rico, and the U.S. Virgin Islands)
1-804-281-5700 (outside of the U.S., call collect)
File or Track a Claim
It’s easy and convenient to file and track a claim, upload documents, and more online. Start your claim using your email address or policy number.
File a ClaimIf you need help filing a claim or understanding the claims process, visit the Allianz Global Assistance Claims Center.
Update Your Plan
If you need to update your travel insurance plan, such as adjusting the dates of your plan to reflect itinerary changes, please contact us or manage your plan online so your plan reflects your entire itinerary and provides the right amount of protection for your travels.
Manage My PlanAbout Allianz Global Assistance
Allianz Global Assistance is a world leader in travel insurance and assistance, helping millions of travelers across the globe every year. Allianz Global Assistance is owned by Allianz SE, the world’s largest diversified insurance company. For over 100 years, Allianz SE has helped protect important milestones in American history, insuring the Wright Brothers’ first flight and Golden Gate Bridge construction.
Terms, conditions, and exclusions apply including for pre-existing medical conditions. Insurance benefits underwritten by BCS Insurance Company (OH, Administrative Office: 2 Mid America Plaza, Suite 200, Oakbrook Terrace, IL 60181), rated “A” (Excellent) by A.M. Best Co., under BCS Form No. 52.201 series or 52.401 series, or Jefferson Insurance Company (NY, Administrative Office: 9950 Mayland Drive, Richmond, VA 23233), rated “A+” (Superior) by A.M. Best Co., under Jefferson Form No. 101-C series or 101-P series, depending on your state of residence and plan chosen. A+ (Superior) and A (Excellent) are the 2nd and 3rd highest, respectively, of A.M. Best’s 13 Financial Strength Ratings. Plans only available to U.S. residents and may not be available in all jurisdictions. Allianz Global Assistance and Allianz Travel Insurance are marks of AGA Service Company dba Allianz Global Assistance or its affiliates. Allianz Travel Insurance products are distributed by Allianz Global Assistance, the licensed producer and administrator of these plans and an affiliate of Jefferson Insurance Company. The insured shall not receive any special benefit or advantage due to the affiliation between AGA Service Company and Jefferson Insurance Company. Plans include insurance benefits and assistance services. Any Non-Insurance Assistance services purchased are provided through AGA Service Company. Except as expressly provided under your plan, you are responsible for charges you incur from third parties. Contact AGA Service Company at 800-284-8300 or 9950 Mayland Drive, Richmond, VA 23233 or customerservice@allianzassistance.com.
