Ethics: Responsibilities, Obligations, and Codes
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Conclusion

As a Financial and/or Insurance Provider, Ethical Keys and considerations with respect to Client Representation are essential for successful ethical client relationships. This includes the construction of Codes of Ethics. Codes of Ethics are the way that organizations formalize what they expect from their employees and representatives.

We hope that you received sufficient information in this course to understand the types of Organizational Codes of Ethics as well as Qualities of Implementation.

In this course we reviewed:

  • Agents' Fiduciary Responsibilities
  • Accuracy, Suitability, & Disclosure
  • Working Code of Ethics
  • Example Code of Ethics
  • Insurance Marketplace Standards Association (IMSA)

    Click the Take Exam button below to go to the CE exam for this course.

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    Not only are policy forms, clauses, rules and court decisions constantly changing, but forms vary from company to company and state to state. This material is intended as a general guideline and might not apply to a specific situation. The authors, LunchTimeCE, Inc., CEfreedom, and InsuranceEthics101.com, and any organization for whom this course is administered will have neither liability nor responsibility to any person or entity with respect to any loss or damage alleged to be caused directly or indirectly as a result of information contained in this course.