Compliance Dos and Don’ts: Surplus Lines – Fees, Fees & More Fees

by | Jun 27, 2019

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!

 

Connect with Jo Ann

This episode was brought to you by

Insurance Licensing Services of America (ILSA), America’s premier regulatory compliance experts. To learn more visit ILSAinc.com.

Connect, Learn, Share

Subscribe so you never miss an episode. Love what you’re learning? Spot Light your review on iTunes and share your favorite episodes with friends and colleagues!

Share This