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.
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License or Certification
Regulator
Type
Learning Objectives
- 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
- Avoid using sales terms that have a high probability of misleading clients
- Implement a system for ethical decision making
Designed For:
Course Information
Adding additional credit may change exam requirements.
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S2-31 - Framework