Ethics for the insurance professional:
Saved in:
| Format: | Book |
|---|---|
| Language: | English |
| Published: |
Chicago
Dearborn Financial Publ.
2000
|
| Edition: | 3. ed. |
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | VII, 101, 6 S. |
| ISBN: | 0793141184 |
Staff View
MARC
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Record in the Search Index
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| adam_text | Table of Contents
ACKNOWLEDGMENTS v
INTRODUCTION vii
CHAPTER 1 1
ETHICS: PRINCIPLES AND PRACTICES
Understanding Ethics 2
Ethics for Insurance Agents 6
In Closing 8
Ethical Issue Number One: It s All in the Definition 9
CHAPTER 2 11
ETHICAL RESPONSIBILITIES TO THE INSURER
The Concept of Agency 11
The Agent as a Fiduciary 14
Duties of the Principal to the Agent 17
Who Is an Agent of the Insurer? 18
In Closing 19
Ethical Issue Number Two: Mr. Baxter s Application 20
CHAPTER 3 23
ETHICAL RESPONSIBILITIES TO POLICYOWNERS
Selling to Needs 23
Service the Sale 25
Special Situations 30
In Closing 33
Ethical Issue Number Three: Selling Insurance—or Seminars? 34
iii
iv ¦ Table of Contents
CHAPTER 4 35
ETHICAL RESPONSIBILITIES TO THE PUBLIC
Public Obligations 35
A Changing Picture 36
A View from the Field 44
Public Perceptions of the Insurance Industry 47
In Closing 49
Ethical Issue Number Four: All Things Considered 50
CHAPTER 5 53
ETHICS AND THE LAW
How the Insurance Industry Is Regulated 54
Marketing Ethics 55
Financial Planning 61
Personal Values and Ethics 63
In Closing 64
Ethical Issue Number Five: An Appropriate Replacement? 65
CHAPTER 6 67
PRACTICAL ANSWERS TO ETHICAL ISSUES
Ethical Decision Making 67
Practical Ways to Avoid Trouble 73
Helps and Challenges Survey 77
In Closing 79
Ethical Issue Number Six: High Finance 80
GUIDELINES TO ETHICAL ISSUES 83
Ethical Issue Number One 85
Ethical Issue Number Two 87
Ethical Issue Number Three 88
Ethical Issue Number Four 89
Ethical Issue Number Five 90
Ethical Issue Number Six 91
APPENDIX A 93
Code of Ethics: The American College of CLU ChFC 95
Code of Ethics: The Certified Financial Planner Board of Standards, Inc. 96
Code of Ethics: The National Association of Fraternal Insurance Counsellors 98
Code of Ethics: The National Association of Insurance and Financial Advisors 99
APPENDIX B 101
Illustration Questionnaire: Society of Financial Service Professionals 103
Variable Illustration Questionnaire: Society of Financial Service Professionals 107
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| geographic_facet | USA |
| id | DE-604.BV013876839 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-09T18:53:38Z |
| institution | BVB |
| isbn | 0793141184 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-009493417 |
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| physical | VII, 101, 6 S. |
| publishDate | 2000 |
| publishDateSearch | 2000 |
| publishDateSort | 2000 |
| publisher | Dearborn Financial Publ. |
| record_format | marc |
| spelling | Ethics for the insurance professional [Todd Trubey, ed.] 3. ed. Chicago Dearborn Financial Publ. 2000 VII, 101, 6 S. txt rdacontent n rdamedia nc rdacarrier Insurance agents Professional ethics United States Unternehmensethik (DE-588)4202404-3 gnd rswk-swf Versicherungswirtschaft (DE-588)4063206-4 gnd rswk-swf USA Versicherungswirtschaft (DE-588)4063206-4 s Unternehmensethik (DE-588)4202404-3 s DE-604 Trubey, Todd Sonstige oth HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=009493417&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Ethics for the insurance professional Insurance agents Professional ethics United States Unternehmensethik (DE-588)4202404-3 gnd Versicherungswirtschaft (DE-588)4063206-4 gnd |
| subject_GND | (DE-588)4202404-3 (DE-588)4063206-4 |
| title | Ethics for the insurance professional |
| title_auth | Ethics for the insurance professional |
| title_exact_search | Ethics for the insurance professional |
| title_full | Ethics for the insurance professional [Todd Trubey, ed.] |
| title_fullStr | Ethics for the insurance professional [Todd Trubey, ed.] |
| title_full_unstemmed | Ethics for the insurance professional [Todd Trubey, ed.] |
| title_short | Ethics for the insurance professional |
| title_sort | ethics for the insurance professional |
| topic | Insurance agents Professional ethics United States Unternehmensethik (DE-588)4202404-3 gnd Versicherungswirtschaft (DE-588)4063206-4 gnd |
| topic_facet | Insurance agents Professional ethics United States Unternehmensethik Versicherungswirtschaft USA |
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