The American College Center for Ethics in Financial Services is preparing to provide a group of tools to help insurers, agencies and their producers conform to professional principles for the industry.
Tied to Ethics Awareness Month, which takes place in March, the organization’s EAM Toolkit consists of 2 videos, each accompanied by a moderators’ guide, and an article titled: “Ethics Awareness for The Financial Services Professional.”
The videos are:
oClient Communications, a case study of client interactions that can provides a focal point for participant discussion on ethical concerns.
oEthical Scenarios, a collection of 10 situations illustrating how ethics can make an impact on productivity and profitability.