Ethical Insurance Producer, 2nd Edition
Topic
General Principles of Financial Planning
Program ID
305403
Hours
2.5
Format
Self-Study / Traditional course (50+minutes)
Complexity
Overview
Description
Here is an excellent introduction to the life and health insurance producer's ethical responsibilities to insurers, their clients, the public, and the state. The course focuses on the expression of ethical principles in the daily activities of life and health insurance producers.
Learning Objectives
Upon successful completion of this course, an insurance producer will be able to:
• explain the differences between ethics, compliance, and market conduct;
• describe an insurance producer’s ethical responsibilities to insurers, policyowners, clients, the general public, and the state;
• identify potential ethical problems that can arise while presenting recommendations to clients and the solutions to those problems;
• describe the ethical standards mandated by most states, including specific guidelines on what is considered acceptable and unacceptable behavior.