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WEB251120F Ethics in Insurance – Protecting the Client and the Agency

November 20, 2025 10:00 AM - 1:00 PM (PST)

Description

Valid for 3 CE HI | MT | OR | WA  Satisfies Ethics requirement in these state(s). Also valid for Utica E&O Discount

Course Description: This course begins with a discussion of what ethics is and different approaches to decision making. It addresses the ethical responsibilities of the insurance producer to prospects and clients, to insurance carriers and to third parties. Throughout the course, participants will discuss ethical dilemmas faced by insurance producers in order to determine the best course of action. We also discuss the E&O implications in many of the areas discussed.

Instructor: Catherine Trischan, CPCU, CRM, CIC, ARM, AU, AAI, CRIS, MLIS, TRIP, CBIA

Webinar FAQ's:

    • Webinars are live and interactive!
    • You must be present, at your own computer and answer polling questions to receive CE credit.
    • Computer speakers are required. Zoom Webinar platform is used.
    • Once registered, detailed information will be in your confirmation email. Connection information is emailed the day before and 1 hour before the start of the webinar.
    • To enter the webinar, click the webinar link that will be emailed to you. Enter your name and email address so the system can recognize you as you answer polling questions.
    • It is the responsibility of the attendee to ensure the correct time of the webinar for their time zone.
    • Please be sure to make our default email address piawest@piawest.com a safe to receive email from your servers. This is the email address used to send connection information the day before and a reminder the morning of the webinar.

Time

All webinars are presented Pacific Time. It is the responsibility of the participant they adjust for the time zone they are in.

Pricing

Membership with PIA Western Alliance does allow for a discount of $30 for FISCE webinars. $59 Member, $89 Non-Member pricing.  You must login for the system to recognize your active membership.

Webinar Cancellation policy: notices may be received in writing up to 7 days prior to the scheduled webinar and are transferrable to 1 future webinar only. No shows from attendance reports on the day of the webinar will not be refunded and if the no show had a balance due, they will be invoiced accordingly. Sorry - No exceptions.

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Contact Information

Name: Kim Legato
Phone: (360) 571-7100
Email: kimlegato@piawest.com

If you are an active member of the PIA, please log into your profile to receive discounted member pricing. If you are unsure of your credentials, please contact us here. Thank you.

Once registered, please be sure to make our default email address piawest@piawest.com a safe to receive email from your servers. This is the email address used to send connection information the day before and a reminder the morning of the webinar.

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