Understanding your fiduciary duties
Each state has special requirements for producers who hold monies in a fiduciary capacity. In addition, certain federal requirements can affect the security of an agency's fiduciary accounts. IA&B created a resource to provide some insight into the rules governing fiduciary duties, starting with an overview of the legal and regulatory requirements.
For more information , click on your home state:
Not an IA&B Member?
This resource is only available to IA&B members and company partners.
