• Home
  • The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business

The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business

  • May 11, 2017
  • 8:30 AM - 12:00 PM
  • Tustin Centre

The Synergy of Ethics and Success: How to Do "What's Right" for your Clients and Your Business

Course Number: Pending | 3-Hour CE | 8:45 AM to 12 PM 


This course is designed to educate the insurance professional on ethics for the insurance Group Table producer, the need for and implementation of core values in a business, why the implementation and adherence to those core values will improve operations, and ultimately, increase return business and profitability. The course will educate the attendees on the obligations of brokers in adhering to high standards of behavior and professional ethics, and the legal requirements affecting and driving ethical practices. The seminar will address core ethics issues such as broker fees, due diligence in selecting business partners and associates, rebates and inducements, agency obligations, fiduciary requirements and disclosure obligations. The presenter will give examples of how failure to adhere to ethical standards and requirements can detrimentally affect relationships with customers and insurance markets, expose attendees to unfair trade practice litigation and errors and omissions claims, Department of Insurance investigations and license challenges, and the effect on the bottom line profitability of agencies and brokerages.


Instructor 


  


   Kristi Dean, Esq. 

   Managing Partner
   Stone | Dean LLP


   Click here for bio


Option 1 - Live Event

Enjoy a stimulating classroom setting? Join us in person for our May quarterly continuing education program featuring, The Synergy of Ethics and Success: How to Do "What's Right" for Your Clients and Your Business. To register, click the button below.

Tustin Centre

1551 N. Tustin Avenue, Ste. 150

Santa Ana 92705


Registration: 8:30 AM

Speaker Presentation: 8:45 AM to 12 PM

Parking: $12 - Payable with Credit/Debit Card Only or Parking available in shopping center lot across street at $0
 

Option 2 - Webinar 

Unable to join us in person? Attend this 3-hour CE presentation via webinar in the comfort of your office. To register, click the button below. (Registrants will receive an email with instruction on how to log-in to course a few days prior).

 



Cost to Attend: Member - $15 | Non-Member: $35

2017 Program Sponsors



                                                        

Copyright © 2015 Independent Insurance Agents and Brokers of Orange County
Ph: 866.921.6440 , ext. 2| Email: iiab04@yahoo.com

Powered by Wild Apricot Membership Software