The cornerstone of any successful business is a reputation of integrity and ethical behavior. This is especially true as agents, brokers, and insurance companies are intimately involved in protecting the assets of the customers they serve. As a result, members of our profession are held to a high standard of care in dealing with their clients, and they should be.
Participants in this class will explore a number of areas surrounding ethics including:
Attendees will have the chance to participate in a wide variety of group discussions and case studies which will reinforce the role each of them plays in delivering products and services in an ethical manner. By embracing a "right vs. right" attitude, agents and brokers will come away with a clear understanding of the role ethics plays in the insurance business.
Chris has developed and lead classes for a variety of insurance industry groups including the National Association of Professional Surplus Lines Offices (NAPSLO), the American Association of Managing General Agents (AAMGA), the Independent Insurance Agents and Brokers of Arizona, the Independent Insurance Agents of Wisconsin, and the Surplus Line Associations of Arizona, California, Oregon, and Utah.
Instructor
Chris Marinescu
Owner and Developer of Insurance Trust Account Technology
President of Paulmar Group LLC
Chris is a DOI approved class instructor and is an author of several published articles on insurance trust account management. He earned a Master Degree in Civil/Structural Engineering and Engineering Economics.
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