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Building Trust in Insurance Trust Accounting

Instruction to Students

Instructions to Students

To be Read Prior to Signing In for Classes

  • Paulmar Group offers P&C Insurance Agents & Brokers two classes on Fiduciary Task Management
    • Class No. CE101 Fiduciary Task Management Part I: Insurance Fiduciary Duty
    • Class No. CE102 Fiduciary Task Management Part II: Insurance Trust Financial Solvency Management
  • Paulmar Education classes are the online self-study type.
  • Students will study the class material at their own pace taking breaks as needed
  • Both classes are 1 ½- 2 hours long; breaks are provided at the study half time
  • Students may stop and resume the study as needed
  • No insurance CE credits are earned by attending the Paulmar Education classes
  • The class material is presented using the Power Point (PP) format
  • Each class has close to 50 slides
  • Each slide has a descriptive NOTE that explains the slide content
  • Students may read the NOTES or use the audio option
  • Students are entitled to ask questions arising from the study of any slide. Questions will be saved on the Paulmar Education website
  • Answers to questions will by email to the question author
  • Slides may be played in a show-like with sequence starting with the first slide
  • Students will advance the slides as needed
  • Upon logging into the Paulmar Education website students are required to Sign In
  • Only minimal information from the students: Name and Phone #, Email Address, City and State
  • Students are required to read and be familiar with these Instructions before proceeding to starting the education classes
  • Upon completion of the class students will receive a Certificate of Completion but not before responding to a class Quiz
  • Quizes have 30 questions; 85% of the questions must be correct to qualify for receiving the Certificate of Completion
  • Quizes will be taken and gradedon the Paulmar Education website
  • Paulmar Group will grade the Quizes and notify the students the Quiz score
  • Students must pay a Class fee before they can open the class material
  • The Class fee is $45 each class and may be paid using the PayPal secure line. Fees are non-refundable
  • Questions regarding class content can be asked directly from the class content page during the class. Replies will be answered through email.

DISCLAIMER

Paulmar Education classes are intended to provide only general guideline information about the fiduciary duty of P&C insurance agents and brokers. Paulmar Group, the class provider, shall have no liability nor any responsibility to any person or entity with respect to any alleged loss or damage claimed to be caused by the information provided in these classes. Paulmar Group recommends agents and brokers to consult an attorney or other qualified professionals for advice on how to act or respond to specific cases of Insurance Code issues or violations encountered during their business practice.