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.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • 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 




Course Information

Adding additional credit may change exam requirements.