Ethical Communication Strategies for Working with Seniors

Overview

This course discusses the importance of ethics and the moral obligation to serve your clients with the best products and the expert knowledge you possess. You will learn that communicating ethically is good for business. The rapport and trust you build with your senior client will result in referrals and long-standing business relationships. Conducting yourself ethically is good for you, your client, and your business. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • Cite factors that are often hidden underneath spoken words, which determine the suitability of a product or service for a senior client; 
  • Apply strategies to address five verbal behaviors that seniors often display as they tackle the developmental tasks of aging;
  • Explain the difference between change and the 3-stage process of transition, and how this affects seniors;
  • Recite seven tips for improving your nonverbal communication based on gender and culture;
  • Develop a comprehensive approach to assessing your senior clients’ changing needs, and how to help them set SMART goals;
  • Apply a 4-step model to successfully facilitate effective group meetings with your senior clients when their spouses, adult children, or other professionals are also involved; and
  • Apply tips and tools for planning and conducting more successful meetings with your senior clients, including conducting the “meeting before the meeting;” opening and closing your meeting; and conducting effective and efficient conference calls.


Designed For:

Life and health insurance producers and finance professionals working with senior clients 




Course Information

Adding additional credit may change exam requirements.

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