TO LICENSE OR NOT TO LICENSE: THAT IS THE QUESTION

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Rough Notes - Aug 04, 2025

The do’s and don’ts when assigning tasks between licensees and non-licensees When in doubt, require every client-facing position to hold an appropriate license and always check with an attorney … for guidance. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM, ARe, RPLU, CIC A pa...

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