Paulmar Group
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Paulmar Group, based in Lake Forest, CA, specializes in providing continuing education classes tailored to insurance retailers and general agents, focusing on critical topics such as insurance fiduciary duty and trust account financial solvency management. Their programs are designed to emphasize the legal obligations and consequences of managing trust funds in compliance with California Insurance Code regulations.
The company's education initiatives aim to equip agency owners and staff with the necessary knowledge to uphold fiduciary mandates effectively while promoting best practices within the insurance industry. By highlighting the importance of trust accounting, Paulmar Group strives to enhance the reputation and professionalism of insurance agencies, regardless of their size.
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