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.

Find this course for your license

License or Certification

Regulator

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:

Life and health insurance producers and finance professionals

Course Information

Adding additional credit may change exam requirements.

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