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. 

 

 

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IIAT - Ethical Dilemmas in Insurance and the Responsibilities of Agents (141287)
IIAT - Ethical Dilemmas in Insurance and the Responsibilities of Agents (141287)
December 2024

Thursday, December 12, 2024 8:00 AM - 11:00 AM Central Standard Time

Webcast
Remote,

3 CE Hour

Member $96 / Non-member $213

Instructor:  Cathy Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP

This course begins with an overview of ethics and various approaches to ethical decision-making. We will discuss the responsibilities of the insurance producer to prospects and clients, insurance carriers, and to third parties.  Throughout the course, we will discuss various ethical dilemmas insurance producers face and possible solutions. 

*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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IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
January 2025

Tuesday, January 21, 2025 12:00 PM - 3:00 PM UTC

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.  

Learn More

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
February 2025

Thursday, February 06, 2025 12:00 PM - 3:00 PM UTC

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

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. 

*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.  

Learn More

IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
March 2025

Tuesday, March 25, 2025 12:00 PM - 3:00 PM UTC

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.  

Learn More

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
April 2025

Tuesday, April 01, 2025 12:00 PM - 3:00 PM UTC

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

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. 

*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.  

Learn More

IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
IIAT - Ethics in Insurance - Protecting the Client and the Agency (141514)
May 2025

Tuesday, May 06, 2025 12:00 PM - 3:00 PM UTC

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.  

Learn More

IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
IIAT - Ethics, Diligence, Success: What Agencies Need to Know (141516)
June 2025

Thursday, June 26, 2025 12:00 PM - 3:00 PM UTC

Webcast
Remote,

3 CE Hours

Member $96 / Non-member $213

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. 

*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.  

Learn More