Building Trust in Insurance Trust Accounting

CE Credit Class Topics

The second two-hour class is now available online as a self-study course. Learn the trust-account management, accounting and record-keeping tasks that keep an agency's insurance trust financially solvent and compliant: work through the illustrated lesson slides at your own pace, take the short quiz, and download your certificate of completion when achieving a passing grade of 85% or more.

Fiduciary Task Management PART II: Insurance Trust Financial Solvency Management (Self-Study)

Posted on20 Aug 2026

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Paulmar Education Class C102 Class Number: Paulmar CE 102 Class Name: Fiduciary Task Management PART II – Insurance Trust Account Financial Solvency...

The first two-hour class is now available online as a self-study course. Learn the fiduciary obligations of licensed insurance agents and brokers at your own pace: work through the illustrated lesson slides, take the short quiz, and download your certificate of completion when achieving a passing grade of 85% or more.

Fiduciary Task Management PART I: – Fiduciary Duty of P&C Insurance Agencies (Self-Study)

Posted on18 Aug 2026

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Paulmar Education Class 101 Class Number: C101 Class Name: Fiduciary Task Management PART I: – Fiduciary Duty of P&C Insurance Agencies Class...

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CE Credit Class Topics

Fiduciary Task Management PART II: Insurance Trust Financial Solvency Management (Self-Study)

Fiduciary Task Management PART I: – Fiduciary Duty of P&C Insurance Agencies (Self-Study)

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