Ethics and the Trust Factor (CA)

Overview

This video-based course, led by experienced instructors Doug Dohrn, Sr., and Doug Dohrn, Jr., offers practical insights into integrating ethical principles into an insurance producer’s daily practice. Emphasizing the “ethical mindset,” the Dohrns highlight how ethical behavior enhances business relationships and practices. They draw on teachings from Peter Drucker and Tom Wolff to stress that a producer’s primary role is to help consumers identify and address their financial needs.

Learning Objectives

  • understand how and why those who serve as insurance producers are actually in the business of trust creation
  • employ certain best practices – through words, motions, movements, actions and deeds – to engender trust in themselves, their products, and the solutions they offer to consumers
  • use practical ideas to create a personal code of ethics

Designed For

Insurance professionals at any stage of their career

Find this course for your license:

License or Certification

Regulator

Type