The second class focuses upon the tasks required of agents and their staff to be fully compliant. Accounting system and record keeping is key to a fully compliant agency program. Effective operation requirements are all detailed in this second two-hour CE program class.

Fiduciary Task Management PART II: Insurance Trust Financial Solvency Management

InstructorChris Marinescu
TypeOnline Course
Price$70
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The first two-hour class offers insight into the fiduciary obligations of licensed insurance agents and brokers. Carrying out fiduciary duties by insurance agents and their staffs must meet numerous law requirements and regulations. Every person in the agency who performs fiduciary duties under the license issued to the agency must follow the conduct prescribed by the Insurance Code. The class focuses upon what all the duties are and what criteria must be met.

Fiduciary Task Management PART I: Insurance Fiduciary Duty

InstructorChris Marinescu
TypeOnline Course
Price$70
Book Now