Tag Archives: california ethics ce

Ethical Rules of Disclosure in California

Under California ethics rules, insurance agents are required to deal honestly with their customers. That includes fully disclosing certain facts, particularly those that make a difference in the customer’s decision-making process. Here are a few things that the rules require … Continue reading

Posted in Tips | Tagged , , , | Leave a comment

What You’ll Learn in Your California Ethics Training

Professional societies in the insurance sector, such as the Society of Chartered Property and Casualty Underwriters (CPCU) and the American Society of Chartered Life Underwriters (CLU), have adopted codes and guidelines to govern the ethical behavior of their members. However, … Continue reading

Posted in Insurance | Tagged , , , , | Leave a comment