Fiduciary Education Classes ROCK!

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mclureins
Insurance Journal Addict
Posts: 61
Joined: Wed Jul 29, 2009 2:30 pm

Fiduciary Education Classes ROCK!

Post by mclureins »

I just finished a 4 hour CE class on Fiduciary Liability this weekend. I learned about interest bearing trust accounts and money markets. A lot about new laws and regulations. I learned about agency solvency and mismanagement of premium funds. It also talks about managing commissions and audits. It really helped me understand my agency management system a lot better because now I can catch items that would cause my policies to go insolvent. I am also noticing many errors that can be prevented. I feel so much smarter! But more importantly aware of how these transactions work as a retailer and how carriers operate as well. It will help your agency management skills and give you a clear perception of money management. The first I have taken online (which is really cool) and unlike some classes this was actually a lot of fun.

-Ray
ericusn
Insurance Journal Fan
Posts: 5
Joined: Tue Sep 26, 2006 5:58 pm
Location: texas

Re: Fiduciary Education Classes ROCK!

Post by ericusn »

Thanks for the info. Can you give the source for the online class?
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