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Ethical Dilemma - Meeting the Client's Expectations 103455-4-IA

Ethical Dilemma - Meeting the Client's Expectations 103455-4-IA

3 CE credits • James (Jim) Pearson, ACS, CLU, LUTCF

Location Course

  • IA Course No. 103455 (Ethics)

The key to an insurance purchase is the client trusts you. The key to long term survival in the financial services industry is to be known as a professional who delivers on their promises. This course will help you focus on client expectations; agents often serve in a fiduciary role, with responsibilities to their client. Learn how to avoid the ethical traps that can sideline your career.

NOTICE:  The When and How of Pre-Retirement Planning (8:30-11:20am) and Cradle to Grave, Monitoring Insurance Needs (3:00-5:50pm) are also offered on this date at this location.

Event Details

Event Name: Ethical Dilemma - Meeting the Client's Expectations 103455-4-IA
Show Event Date: 05 Dec, 2019
Individual Registration Rate: $55.00
Address: 1055 SW Prairie Trail Parkway, Room Number Will Be Posted in Building, Ankeny, IA 50023