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Ethics in Insurance - Protecting the Client and the Agency

March 25, 2025 1:00 PM - 4:00 PM (EDT)

Description

OBJECTIVE:
To teach insurance professionals about the various ethical responsibilities they have to insurance companies, to prospects and clients, and to others. To review E&O exposures often associated with questionable ethical behavior.  

This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed. 

This course is approved for 3 ETH CE credit in Virginia only and is also approved for the Utica E&O discount.

Location

Live Webinar

Instructor:
Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

Pricing

Member - $57
Non-Member - $75

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Contact Information

Name: Carol Throckmorton
Phone: 804-486-4219
Email: carol@piavadc.com
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