(Maize) Ethics (3 hrs) • Ethical Conduct & Suitability Issues / Adjusters

Uses the Glenn Neasham Annuity Sale Case to discuss ethical and suitability issues, reviews considerations when working with elderly clients, and reviews legal landscape involved in ethical dilemmas for agents. – Rick Weston

OK adjusters 1016340 / TX adjusters 96316 / NEED TO FILE WITH LA –

 

 

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