Ethical Conduct and Suitability Issues

Service Description

This course analyzes the criminal case that the state of California brought against insurance agent Glenn Neasham. Glenn was a licensed Life Insurance agent in the state. He sold an annuity to an elderly lady. He was later investigated and prosecuted for that sale under an indictment for theft from an elderly person. This was a precedent-setting charge against an insurance agent. The course reviews how the sale transpired, the actions Glenn took, and a special focus and emphasis on the ethics of the sale and the suitability questions that arose. ____________________________ If you need technical assistance, call Insurance Career Training, Inc. at 866-571-4515 and press 0 to speak to a team member. WEBINAR EVENT INFORMATION AND INSTRUCTIONS: SUNGLO is pleased to present you with this continuing education opportunity conducted by Insurance Career Training, Inc. To receive CE credit, join the webinar prior to class time using the login instructions above. Once the class starts, we will ask you to check in by typing your name, license state, and MI System ID number in the Questions Box in the control panel on the screen. You must stay connected to the webinar for the duration and answer roll calls by typing the word HERE in the Questions Box when asked to do so. ICT will report your hours to your state one business day after class and will e-mail you a certificate of completion for your records. All courses are STATE-APPROVED and will count for credit for all insurance producers. Webinar CE courses are approved as LIVE CLASSROOM courses and require NO EXAMS or PROCTORS in order to receive CE credit. Sign in, stay connected and answer all roll calls and you will receive CE credit. If you have purchased or completed webinar CE courses through Insurance Career Training, Inc. in the past, please be certain you have not taken the above CE courses for credit during your current license renewal period since you cannot take the same courses for credit twice in the same renewal period.

Contact Details