life insurance brokers

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  Chartis Boosts Training to Serve High Net Worth Clients

  By Laura Mazzuca Toops, PropertyCasualty360.com  |  January 19, 2011

  Agents who count high net worth clients among their personal lines business can benefit from this specialized education program.

• Do Agents Owe Clients Fiduciary Duty?

  By Down To Cases  |  August 5, 2010

  A fiduciary relationship exists between two persons when one of them is under a duty to act for or to give advice for the benefit of another upon matters within the scope of the relation, such as a trustee or executor.

• Out of State Agents Warned About N.Y. Disclosure Rules

  By Arthur D. Postal, PropertyCasualty360.com  |  May 10, 2010

  Anxiety is growing within the agent and broker community about rules in New York going into effect in January 2011, requiring them to disclose to their clients information about compensation received from insurers.