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Ethics
for Insurance Professionals COURSE DESIGN & CONTENT This course is designed for those insurance professionals needing to take the California mandated insurance ethics training course. LEARNING OBJECTIVES This course covers a broad range of ethical issues such as various codes of ethical conduct, tenets of ethical standards, agent and broker responsibilities in ethical matters, conflicts of interest, regulatory and legal issues. Successful completion will enhance one’s ability in discerning his or her role in the growing ethical issues and dilemmas that face the insurance professional. PREPARATION No prior preparation or review is necessary for this course. INSTRUCTIONAL METHODOLOGY This course is designed as self-study. ADMINISTRATIVE Participants must pass the exam by the end of their next reporting cycle and requires a minimum passing grade of 70%. Refunds are available within 30 days of ordering. For booklet orders, course materials must be returned in resalable condition; and, the original shipping and handling costs shall be deducted from the refund. Complaint Resolution Process – send complaints to (1) 637 1/2 Oxbow Rd, Grand Junction, CO 81504, or (2) cfs1531@bresnan.net. COST Internet orders cost $30; $25 for repeat customers. For mail orders, add $10. For multi-rep offices, the Buddy system can apply by using one set of materials and each additional rep is charged as a repeat customer. Make additional copies of the Answer Sheet as needed. ORDERING Orders are taken over the phone, mail or Internet via an SSL Secure Server. We accept Discover, Master Card, Visa and American Express. We also accept personal or company check. Receipts for payment are available upon request. Phone Orders: call 877-315-5988 or 970-623-3801. Mail Orders: Send payment to Cornerstone Financial Services, 637 1/2 Oxbow Rd, Grand Junction, CO 81504. Internet Orders: Click here. |