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How to Arrange Your Insurance Operations for Better Compliance, Ethics And Client Service

It is our belief that this presentation would benefit all individuals in the Financial services profession. The material covered would fall into the operation of an insurance business, ethics and code of conduct part of the CE definition.

There is no right way to do a wrong thing but there is a better way to do what's right for your prospects and clients. Compliance standards, codes of ethical conduct and insurance regulations are all in place to help ensure clients get the right product at the right price for the right purpose at the right time.

This intention is in line with how the best advisors in the business - the ICONs (or those we see as representative symbols of what it means to be the best in the insurance industry) operate their businesses.

When you implement their mindset in your business, you will arrange your existing or new insurance operation for top ethical and compliant client service.

After decades of research, Jim Ruta has distilled the wisdom of the ages into 4 codes that help any align their business to be what consumers expect and regulators demand. This session will open your eyes to how doing the right thing for you clients is the right thing for you.

This is business operations fundamentals for any advisor at any level to be more compliant immediately. 

 



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