Ethical Marketing in Insurance

Table of Contents

Chapter 1 - Ethical Marketing in Insurance	1
Requirements of Different States CA Article 6.3	1
Responsibilities in Marketing Strategies 1-4	1
Honesty & Professionalism	2
Value of the Insurance Product	2
Reasons why an agent sells an inappropriate policy	3
Planning Financial Strategies	3
Two Elements in Ethical Marketing	4
State Requirements Regarding Advertising	5
Door Approaches	7
Example from Texas Sec. 541.059	7
Referral Business	8
NAIC Appendix A Disclosure	9
Looking at the General Picture	11
Ethics by definition	12
Mores by definition	12
Ethical Expectations	13
Easier to say what is NOT ethical	13
Chapter 2 – CA Anti-Fraud Training	16
Slide 1-2	16
Slide 3-7	17
Slide 8-10	18
Slide 11-15	19
Slide 16-20	20
Slide 21-27	21
Slide 28-29	22
Slide 30-32	23
Slide 33	24
Slide 34-35	25
Slide 36-39	26
Slide 40-44	27
Slide 45-48	28
Slide 49-51	29
Slide 52	30
Slide 53-56	31
Slide 57-60	32
Slide 61-64	33
Slide 65	34

Thank you,

United Insurance Educators, Inc.