Certain principles support and inspire the ethical code to which professional insurance producers should adhere. This course offers an overview of those principles and provides a practical, hands-on guide to the ethical standards that producers can apply to their day-to-day professional activities. Using the steps in the insurance sales process-from prospecting, to needs analysis, to product recommendations-this course examines the ethical requirements that apply to the solicitation and placement of insurance policies and contracts.
Life and health insurance producers and finance professionals