Please be aware a course cannot be applied toward your license renewal requirements more than once within a two-year licensing period. We encourage you to review your education transcript to verify whether you’ve already completed this course. You can access your transcript here.
Tuesday, May 06, 2025 12:00 PM - 3:00 PM Central Standard Time
Webcast Remote,
3 CE Hours
Member $96 / Non-member $213
Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA
This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.
*Per Texas Insurance Department regulations, you may not duplicate a course and receive credit within the same licensing period. Please refer to the course title and number and to your CE transcript at www.sircon.com to verify you are not duplicating a course.
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Thursday, June 26, 2025 12:00 PM - 3:00 PM Central Standard Time
Instructor: Steven Lyon, CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP
This course reviews many examples of situations faced by agents which may test ethical resolve as well as E&O management practices. Agents who take this course will learn some coverage lessons, better understand the critical functions of a successful agency operation, and be more prepared to handle difficult situations commonly faced by insurance agencies.