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This is the rescheduled webinar that was to take place on July 16, 2024.

Presenter:  Anna Tsepelis | CLU, CHS | Senior Sales Consultant, Life | RBC Insurance

What is the Fair Treatment of Customers?

The goal of the FTC is to provide guidance to ensure that the client is at the center of all we do.

Guidance to ensure we are all doing what’s right for the client, and that they are making an informed decision. FTC encompasses many principles like Conflicts of Interest, Design of Insurance Product, Disclosure to Customer, Product Promotion, Advice and Claims to name a few.

Insurers have responsibilities such as providing product information that is worded in a client friendly matter, set guidance and reinforce guidelines such as the reason why letter…but what is your role as an advisor in all of this? Come discover it with me.

1 CE credit