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The Integrity Equation:  Balancing Incentives, Loyalty and Ethical Judgment  

Explore how incentive structures, loyalty demands, and regulatory standards shape ethical decision-making in insurance. Review conflicts of interest tied to compensation, product placement, and organizational pressure, while emphasizing documentation and disclosure practices that withstand scrutiny. Real-world dilemmas illustrate how bias forms, where legal exposure arises, and how professionals protect themselves and their clients. Gain practical frameworks for evaluating ethical risk, managing competing obligations, and reinforcing trust through consistent, well-documented, client-first decisions. 

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Webinar Details

The Integrity Equation:  Balancing Incentives, Loyalty and Ethical Judgment  

Examine how commission structures, loyalty pressures, and regulatory expectations intersect in modern insurance practice. Learn how ethical missteps occur, why documentation matters, and how sound judgment protects clients, careers, and reputations. Practical examples and decision tools help reinforce transparency, compliance, and client-centered conduct in complex real-world situations. 

Date and Time
Webinar Duration
180 minutes
CE Requirements
Verify your state and license CE requirements
Topics
  • Identify conflicts created by commission structures, incentives, and loyalty pressures
  • Analyze ethical tension between compensation, suitability, and fiduciary expectations
  • Apply decision frameworks to evaluate risk, bias, and disclosure obligations
  • Strengthen documentation practices that support compliance and E&O defense
  • Reinforce client-first strategies that protect trust and professional credibility
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