Surplus Lines – Fees, Fees & More Fees | CDD

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Jo Ann Del Gatto, founder of Custom Compliance Solutions, joins us to share her dos and don’ts for charging fees.  Her secret for success: Understand what types of fees can be charged in each state, who can charge those fees, and whether fees are subject to taxation.

And if you only learn one thing from this podcast, let it be this: Develop a consistent fee schedule and process for documenting and disclosing fees!