Insurance CE > Texas > Life / Health

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.

Summary Details

Hours

4.0

Price

$16.95







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:

Life and health insurance producers and finance professionals

Important Study Requirements: The Texas DOI does not permit agents to access the final exam until the student's time in the course equals the number of approved credit hours.


Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 46877
Study Level: Intermediate
Approved For: Ethics

Exam

Proctor: No
Passing Grade: 70
Questions: 40



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