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Overview / Abstract:

The student will learn about topics ranging from traditional underwriting practices and loss history to social maladjustment and physical impairment. Factors affecting insurance coverage. Underwriting objectives as well as underwriting by class and individuals is reviewed.

By the end of this course, the agent will learn the uses of surety underwriting. The agent will learn about the history of suretyship, and the difference between insurance and suretyship. The agent will become familiar with fidelity contracts, surety bonds, and rating approaches for fidelity classes. Additionally, the agent will learn about fiduciary bond claims and the claims procedure.


Sep 24, 2020


Financial Advisor CE, Insurance



Credits / Hours

6.0 Hours

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