Ethics for the Insurance Services Practitioner - CELEVI

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Course Content

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Chapter 1 Introduction to Ethics 4 Topics | 1 Quiz

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The Foundation of Ethics

The Nature of Compliance

Professionalism and the Industry’s Public Image

Chapter 1 Introduction to Ethics

Chapter 2 The Legal Framework of Compliance and Ethics 5 Topics | 1 Quiz

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Federal Government Role

State Government Role

Common Law and the Concept of Agency

Legal Concepts That Impact Liability

Judicial Extension of Liability

Chapter 2 The Legal Framework of Compliance and Ethics

Chapter 3 Ethical Guidelines for Reviewing Sales Tools 5 Topics | 1 Quiz

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Stationery and Business Cards

Advertising and Direct Mail

Personal Brochures

Magazine Articles

Chapter 3 Ethical Guidelines for Reviewing Sales Tools

Chapter 4 Ethical Guidelines for Reviewing the Sales Process 6 Topics | 1 Quiz

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Opening and Fact-Finding Interviews

Presentations and Illustrations

Supporting Materials

Chapter 4 Ethical Guidelines for Reviewing the Sales Process

Chapter 5 Common Ethical and Compliance Problems 6 Topics | 1 Quiz

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Breach of Fiduciary Duty

Unethical and Illegal Acts

Special Issues in Insurance Replacement

Reasonable Client Expectations

Misleading Terms

Chapter 5 Common Ethical and Compliance Problems

Chapter 6 Conducting an Ethical Review of Your Practice 4 Topics | 1 Quiz

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Collecting and Documenting Sales Tools and Practices

Evaluating Sales Tools and Practices

The Marketing Advantage of the Ethical Practice

Chapter 6 Conducting an Ethical Review of Your Practice

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6 Courses

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