Senior Market Ethics

Overview

This course examines the ethical issues encountered during the sales process when marketing insurance and financial products to seniors. Seniors represent a vibrant and rewarding sector of the insurance and financial planning market, and financial professionals should understand and be able to adapt their marketing and sales efforts to the unique needs and goals of this consumer group.

Learning Objectives

Upon the completion of this course, students will be able to:

  • know the fundamental principles underlying ethical systems
  • cite the foundation for professional ethics
  • modify the  sales methods and tools used in the process to comply with heightened ethical requirements
  • identify sales concerns and unethical sales conduct
  • substitute sales terms that have a high probability of misleading clients
  • implement a system for ethical decision making

Designed For

Life and health insurance producers
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