Ethics for the Insurance Producer

Course Description

Whether you sell life, health, long-term care or disability insurance, annuities or other financial products or services, this course will help you understand the essentials of ethics from a sales perspective. This course examines the nature and scope of ethics, as the foundation of integrity and honesty, and its relationship to compliance in daily business practices.

Learning Objectives

Upon completion of this course, you will be able to:

  • Understand the ten "ethical hazard approaching" signs and how to apply an ethics self-examination
  • Recognize the importance of trust in the insurance industry
  • Compare the federal and state government's role in the regulation of the insurance industry
  • Navigate ethical dilemmas and identify the steps to make an ethics based decision
  • Demonstrate an understanding of the Unfair Trade and Marketing Practices Act
Price:  $29.95
CFP Credit
Credit Hours:
Credit Type: General Financial Planning Principles
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Intermediate
Exam Details
Questions: 50
Passing Score: %