[TX P&C] 9. Premium Handling, Fiduciary Duties and Commission Sharing
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Fiduciary duties of Texas P&C agents regarding premium collection, proper accounting, and the strict ban on fund diversion. - Legal restrictions on sharing commissions with unlicensed individuals under Texas Insurance Code Section 4005.053. - The two…
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