Module 12: Fiduciary Liability Insurance

A fiduciary is a person or organization that holds a position of confidence or trust with respect to another party (“the beneficiary”), especially when that person or organization controls the beneficiary’s assets. There are many different types of fiduciaries, depending on the circumstances. Fiduciary liability insurance is focused on the fiduciaries of employee benefit plans and their duties to act in the best interests of the plan participants and their beneficiaries. This module will help you develop skills in selling, underwriting, and handling claims in fiduciary liability insurance. In this module you will gain a better understanding of fiduciary liability and common exposures to fiduciary liability claims as well as a greater ability to assess the potential risks of claims against fiduciary liability insurance policies. You’ll need to view each lesson in its entirety and pass the final module exam in order for the module to count towards the requirement for a PLUS Designation and/or Certificate. This course is not eligible for CE credit towards a state insurance license.

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