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Ethics in Insurance - Protecting the Client and the Agency

Ethics in Insurance - Protecting the Client and the Agency
Instructor Catherine Trischan
NY - 3 CE (All Licenses) NYCR-273536
CT - 3 CE (LRE) 6000181274


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. 

Information and the link will be emailed to the registered attendee the morning of the program by 8:00 am.  If you do not see the email in your general in-box, be sure to check your junk or spam folder.

Completion of this course qualifies for the 1 CE Ethics & Professionalism credit mandated by the New York State Department of Financial Services.

For: All Agency Personnel


Members $75 per person
Non-Members: $130 per person
 

Questions?  
New York       edu@biginy.org or 800-962-7950, press 3. 
Connecticut   team@bigict.org or 860-563-1950 

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Cancellation Policy

Per the New York Department of Financial Services, you cannot receive CE credit for any course previously used for your license renewal (based on the course approval number). 
Per the Connecticut Insurance Department, a course can be taken for CE one time in the current license period.  It may be taken again in a subsequent license period.  

 
When
1/21/2025 1:00 PM - 4:00 PM
Where
Online At Your Desk

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