Moving from Product Pusher to Trusted Advisor

This ethics activity, submitted by James R. Jones, CPCU, AIS, ARM, AIC, and Michael Williams, Ph.D., provides an overview of how ethical implications relate to the way in which insurance products are marketed and sold. Take the Ethical Marketing of Insurance Quiz; this is a great meeting and discussion exercise.

Please download the following program document:

• Download the “Ethics in Insurance Marketing” exercise (doc).

Please note: These materials are available for use by CPCU Society members only. All nonmember use is strictly prohibited without the written approval from the CPCU Society. Please contact Jennifer Polachek for further information.