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This webinar is sponsored by the Central Massachusetts CPCU Society Chapter, Inc.
Credit Notes Approved for 2 Ethics CE Credits in MA, NH, RI & VT
Instructors Bill Wilson, CPCU
Class Dates Thursday, April 18, 2019 1:00 PM - 3:00 PM PLEASE NOTE THE NEW DATE
Location ONLINE via GoToWebinar
Course Description
This program discusses the many ethical
and legal obligations that insurance professionals have as a matter of statute,
regulation, or case law (tort and breach of contract). Included are the types
of legal and ethical obligations faced by agents and other insurance
professionals, with a focus on how to make daily decisions within a legal and
ethical framework. At least 24 specific areas of agency operation are examined,
along with any legal and ethical components within those areas. At the conclusion of this webinar,
participants should be able to:
- Understand how and why agents must comply with varying legal and
ethical constraints
- Develop a personal ethical framework for servicing customers and
prospects
- Identify at least 24 ways agents and other insurance professionals
can make mistakes
- Develop strategies to minimize common mistakes that are legally and
ethically viable
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