Ethics for the Insurance Services Practitioner

Ethics for the Insurance Services Practitioner discusses the nature of ethics and the common ethical issues that arise between insurance services practitioners and their customers. Students will learn how to avoid misleading sales practices, sales tools, and misleading terms and instead develop and deliver sales presentations that offer clarity and customer understanding. In addition, the student will learn the importance of increased professionalism and ways that one’s practice can be differentiated on the basis of its high ethical level. Upon conclusion of the course, students will be able to: 

  • understand the nature of ethics and identify those parties to whom practitioners owe an ethical duty;
  • identify and change any sales practices and sales tools that may mislead customers;
  • learn ways to replace the use of misleading terms with those offering clarity and customer understanding;
  • understand the need for increased professionalism and its consequences; 
  • identify the sources of duty that practitioners owe insurers; 
  • understand the common ethical issues that arise between financial services practitioners and customers; and 
  • learn ways to differentiate one’s practice on the basis of its high ethical level.