Developing a Client-Centered Code of Ethics

For many insurance producers, the code of ethics they follow is set forth by the company they represent and/or the professional organizations to which they belong. Yet any “formal” code of ethics can beand should besupplemented by the producer’s own personal code of professional ethics: a guidepost that directs one’s business practices and conduct in tandem with one’s personal beliefs and values. This course explains the importance of developing a professional code of ethics and the elements that should be considered to ensure that both producer and client are best served. 

The course includes the following chapters:

  • Defining Ethics and Understanding Legal Requirements
  • The Purpose and Tenets of a Code of Ethics
  • Ethics Through the Client’s Eyes
  • Defining Your Code of Ethics
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