Course curriculum

  • 01
    Compliance Overview
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    • What is Compliance?
  • 02
    Advertising & Marketing
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    • Advertising and Marketing Your Business Ethically
  • 03
    Prescribing Solutions
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    • Needs Analysis and Coverage Recommendations
  • 04
    Field Underwriting / Quoting
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    • Setting Proper Expectations
  • 05
    Reviewing Illustrations
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    • Compliant Illustration Reviews
  • 06
    Taking Applications
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    • Ethical Practices for Taking Apps
  • 07
    Policy Delivery
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    • Delivering the Promise
  • 08
    Policy Reviews / Servicing Your Clients
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    • Ongoing Client Service
  • 09
    Handling Claims
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    • Guiding Clients Through Claims