This seminar will inform the attendee how to use a systematic approach to ethically analyze a client's insurance needs, determine and design the proper insurance coverage for this client. This seminar is designed for all insurance professionals who work with clients in all areas of insurance. Topics covered include: Importance of ethics, establishing trust, discovering the client’s insurance needs, providing solutions for the client, verify the details and listening for feedback from the client.
Approved for 3 hours in Kentucky and Ohio. Level - Basic