Ethics for the Insurance Producer

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Course Description:

Whether you sell life or health insurance, annuities, long-term care insurance, disability income, or other financial products or services, this course will help you understand the essentials of ethics, market conduct and compliance from a sales perspective.

Learning Objectives

Upon completion of this course the student will be able to:

  • Define Ethics and its importance to the industry
  • Describe responsibilities to the insurer and policy owner
  • Understand the roles of federal and state regulatory agencies
  • Identify Unfair and Deceptive Marketing Practices
  • Recognize the necessity of Ethical Decision making

CIMA/CPWA Credit Hours: 5

Course Details

Credit Hours





Last Updated:  January 2020
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