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Ethical Guidelines for Reviewing Sales Tools Review Questions

Posted on 05.10.23

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  1. Question 1 of 4
    1. Question

    All of the following should be considered sales tools EXCEPT:

  2. Question 2 of 4
    2. Question

    What is the overriding ethical issue with respect to an insurance agent’s sales tools?

  3. Question 3 of 4
    3. Question

    Bill is an insurance agent who believes that presenting himself as a financial planner would enable him to secure more life insurance sales appointments. What is generally required before he can refer to himself in that way?

  4. Question 4 of 4
    4. Question

    Which of the following ethical criteria apply to articles written by an insurance agent in connection with his or her insurance marketing efforts?

    I.  Information must be factually correct.

    II.  Information must be understandable to the audience.

    III.  Information must not be misleading.

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