Ethics for Producers: Cases and Comments

Overview

This course sets forth the fundamentals of ethical practices that are associated with the business of selling insurance. Taking a practical approach to this topic, the course includes numerous real-life case studies that illustrate the problems and issues that arise when ethics are ignored or neglected. Drawing from these case studies, the course explains the ethical principles that should be integrated into a producer's day-to-day business practice, emphasizing the standards and ideals that can enhance performance and lead to a higher level of service and success. Case studies pertain to both life/health and property/casualty insurance.

Learning Objectives

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

  • understand the importance of a principled and ethical approach to one's service and business
  • explain the difference between compliance standards and ethical standards
  • identify sales and service areas that are commonly associated with conflicts and problems, as illustrated through case law studies
  • develop an ethics-based approach to day-to-day sales and service activities

Designed For

Financial professionals who wish to learn more about conducting business in an ethical manner.
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