Moral Obligations
Table of Contents
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Our Debt |
1 |
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Defining Morality |
1 |
|
Staying on the Path |
1 |
|
What Are Moral Obligations? |
2 |
|
Legal Issues |
3 |
|
Legal Obligation |
4 |
|
Professional Ethics |
5 |
|
State Mandated Ethics |
6 |
|
Principles Versus Rules |
7 |
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Meeting Educational Requirements |
8 |
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Preventing Public Harm |
10 |
|
Integrity |
10 |
|
Objectivity |
11 |
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Competence |
11 |
|
Example |
12 |
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Fairness |
13 |
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Confidentiality |
13 |
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Professionalism |
13 |
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Diligence |
13 |
|
CFP Case Law |
14 |
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Falsely Stating Education |
14 |
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Churning Policies |
14 |
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Inappropriate Sale |
15 |
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Conflict of Interest |
15 |
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Express and Ostensible Authority |
15 |
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Where Your Allegiance is Legally based |
15 |
|
Ethics & Risk Control |
16 |
|
Agent Liability |
17 |
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Company Insolvencies |
17 |
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Third Party Liability |
18 |
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Hidden Costs of Litigation |
18 |
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Documenting Procedures for Self-Protection |
18 |
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Imposed by Law: Promise of Good Faith |
19 |
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Professionally Moral |
19 |
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Morality Made Simple |
20 |
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Honesty – A Moral & Legal Obligation |
20 |
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Policy Replacement |
21 |
|
Gallup Survey |
22 |
|
Corporate Ethics |
24 |
|
Conducting Business – A Moral Concern |
25 |
|
Enron Relied on Appropriate Accounting |
26 |
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A Personal Choice |
27 |
|
The Exceptional Man |
28 |
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“My Dog Ate My Homework.” |
28 |
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Taking the Moral Path |
29 |
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Understanding Our Moral Origins |
30 |
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Individual Moral Development |
30 |
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Integrating Morality Into Our Lives |
31 |
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Developing A Work Ethic |
31 |
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Acting in the Best Interest of the Majority |
32 |
|
Expanding Our Moral View |
32 |
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Acknowledging the Needs of Others |
33 |
|
Listening Our Way to Success |
33 |
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Fulfilling Our Obligation to the Client |
34 |
|
Making Our Own Moral Choices |
34 |
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Progressively Moral |
35 |
|
Can You Teach An Old Dog New Tricks? |
36 |
|
Philosophic Morality |
37 |
|
Policy Presentations |
38 |
|
Insurance Applications |
38 |
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Representing the Companies With Honesty |
40 |
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The First Step is Awareness |
40 |
|
Comparing Company Practices |
40 |
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Comparing Losses and Gains |
41 |
|
Public Trust |
41 |
|
Know the Products |
41 |
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Who Owns the Company? |
41 |
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Acknowledging Our Moral Obligations |
42 |
United Insurance Educators, Inc.
(253) 846-1155