Ethics for the Insurance Services Practitioner CLEQ

Overview

There is considerable benefit to the insurance services practitioner in identifying and internalizing those ethical principles that should guide his or her actions. In this course, we will examine the foundation of ethics and consider the parties to whom the practitioner owes an ethical duty.

The course presents common ethical issues that arise between insurance practitioners and their customers and explains how an agent can recognize-and thus avoid-misleading and inappropriate sales practices. The course offers practical guidelines for ways that practitioners can differentiate their practices on the basis of high ethical standards.

Learning Objectives

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

  • understand the nature of ethics and identify those parties to whom the practitioner owes an ethical duty
  • identify misleading sales practices and tools
  • understand the need for increased professionalism and its consequences
  • conduct an ethical review of one's practice
  • understand the common ethical issues that arise between insurance practitioners and customers, and between practitioners and insurers
  • differentiate their practice on the basis of its high ethical level

Designed For

Insurance producers; financial practitioners
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