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Ethical Dilemma - Meeting the Client's Expectations 39009-3-NE

Ethical Dilemma - Meeting the Client's Expectations 39009-3-NE

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

Location Course

  • NE Course No. 39009 (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.

Event Details

Event Name: Ethical Dilemma - Meeting the Client's Expectations 39009-3-NE
Show Event Date: 24 Sep, 2019
Individual Registration Rate: $0.00
Address: 2202 River Road,Lewis & Clark Room , Council Bluffs, IA 51501