Client Services: Fees & Disclosure Tools

Trust is a critical element in the client and broker/agent relationship. Achieving trust may be enhanced when there is a clear understanding between the producer and the client of the services being provided and the cost of those services. To help build that relationship there are numerous approaches firms can use in communicating with clients. More > 

Compliance CYA...Cover Your Actions!

The maze of state regulation makes it a daunting task to keep track of the changing landscape of regulations and statutes affecting our business. The publications on this site are available at no charge to Council members only and are designed to take the confusion out of the compliance equation.

For more information, contact Joel Kopperud at 202-783-4400 or joel.kopperud@ciab.com.

State Laws and Regulations Summaries:  

Data Security  

Producers' Compensation Disclosure 

Producers' Fees and Commissions 

Producers' Fiduciary Responsibilities for Trust Accounts 

Surplus Lines 

Please note: If you previously subscribed to CYA, you may now access it at no additional charge using your individual username / password for The Council's website. To request this username / password, contact Kerone Jones at webmaster@ciab.com.