Moral Obligations
Table of Contents
|
Our Debt |
Page 1 |
|
Defining Morality |
Page 1 |
|
Staying on the Path |
Page 2 |
|
What Are Moral Obligations? |
Page 3 |
|
Legal Issues |
Page 4 |
|
Professional Ethics |
Page 6 |
|
State Mandated Ethics |
Page 7 |
|
Principles Versus Rules |
Page 9 |
|
Meeting Educational Requirements |
Page 9 |
|
Preventing Public Harm |
Page 12 |
|
Integrity |
Page 12 |
|
Objectivity |
Page 13 |
|
Competence |
Page 13 |
|
Fairness |
Page 15 |
|
Confidentiality |
Page 15 |
|
Professionalism |
Page 15 |
|
Diligence |
Page 15 |
|
CFP Case Law |
Page 16 |
|
Falsely Stating Education |
Page 16 |
|
Churning Policies |
Page 16 |
|
Inappropriate Sale |
Page 17 |
|
Conflict of Interest |
Page 17 |
|
Express and Ostensible Authority |
Page 17 |
|
Where Your Allegiance is Legally based |
Page 17 |
|
Ethics & Risk Control |
Page 19 |
|
Agent Liability |
Page 19 |
|
Company Insolvencies |
Page 19 |
|
Third Party Liability |
Page 20 |
|
Hidden Costs of Litigation |
Page 20 |
|
Documenting Procedures for Self-Protection |
Page 20 |
|
Imposed by Law: Promise of Good Faith |
Page 21 |
|
Professionally Moral |
Page 22 |
|
Morality Made Simple |
Page 23 |
|
Honesty – A Moral & Legal Obligation |
Page 23 |
|
Policy Replacement |
Page 24 |
|
Corporate Ethics |
Page 27 |
|
Conducting Business – A Moral Concern |
Page 28 |
|
Enron Relied on Appropriate Accounting |
Page 29 |
|
A Personal Choice |
Page 30 |
|
The Exceptional Man |
Page 31 |
|
“My Dog Ate My Homework.” |
Page 31 |
|
Taking the Moral Path |
Page 33 |
|
Understanding Our Moral Origins |
Page 34 |
|
Individual Moral Development |
Page 34 |
|
Integrating Morality Into Our Lives |
Page 35 |
|
Developing A Work Ethic |
Page 35 |
|
Acting in the Best Interest of the Majority |
Page 36 |
|
Expanding Our Moral View |
Page 36 |
|
Acknowledging the Needs of Others |
Page 37 |
|
Listening Our Way to Success |
Page 37 |
|
Fulfilling Our Obligation to the Client |
Page 38 |
|
Making Our Own Moral Choices |
Page 39 |
|
Progressively Moral |
Page 40 |
|
Can You Teach An Old Dog New Tricks? |
Page 41 |
|
Philosophic Morality |
Page 42 |
|
Policy Presentations |
Page 44 |
|
Insurance Applications |
Page 44 |
|
Representing the Companies With Honesty |
Page 46 |
|
The First Step is Awareness |
Page 46 |
|
Comparing Company Practices |
Page 46 |
|
Comparing Losses and Gains |
Page 47 |
|
Public Trust |
Page 47 |
|
Know the Products |
Page 47 |
|
Who Owns the Company? |
Page 47 |
|
Acknowledging Our Moral Obligations |
Page 48 |
Copyrighted material.
All rights reserved.
United Insurance Educators, Inc.
8213 – 352nd Street East
Eatonville, Washington 98328-8638
(253) 846-1155
mail@uiece.com