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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Money management
Get competitive—marketing strategies that really work and don’t cost a bundle
Simple strategies you can use to build your customer base without spending a lot of money. 4 pages
New Hampshire fiduciary requirements
Provides a copy of New Hampshire Insurance Law Part 1303 outlining fiduciary obligations of agents and brokers. 4 pages
Premium-finance companies
A list of premium-finance companies, which offer services in Connecticut, New Hampshire, New Jersey, Vermont and New York. 6 pages
Providing maximum federal deposit insurance protection for premiums held in a fiduciary capacity
A question-and-answer resource explaining the protection afforded by the Federal Deposit Insurance Corp. for premium accounts. 2 pages
Using your head to help your wallet—focusing on cycle-time-reduction techniques
Ideas to help reduce or eliminate wasting time and money that currently exists in the everyday processes and procedures of agencies. 3 pages
Your New York premium account requirements
Outlines an insurance professional’s obligations relating to holding money in a fiduciary capacity and includes a discussion of the applicable laws and regulations. 14 pages
Your Vermont premium account requirements
Outlines an insurance professional’s obligations relating to holding money in a fiduciary capacity and includes a discussion of the applicable law. 1 page