Ethical Sales Practice

This workshop aims at understanding the fundamentals of ethical practice that are associated with the business of insurance: both mandated requirements, as well as expected standards.

The workshop takes a practical approach by reviewing real-life case studies that illustrate the challenges that arise regarding the topic of ethics.

The participants will review the best practices of ethical principles as it relates to business. There is an emphasis on the standards and ideals that can enhance performance.

Expected Outcomes:

• Become knowledgeable on the do’s and don’ts of good salesmanship
• Reinforce appropriate standards of behavior and ethical sales practices
• Examine case studies.

Mr. Ulric Miller is certainly no stranger to the Insurance Industry and has over 45 years’ experience. More specifically, his role as a TTII lecturer and trainer has spanned a diverse range of subject areas namely Long-term Insurance Business, AML/CFT/CPF, Strategic planning and Ethics. His historical roots run deeply in the TTII, as he also served as President of the Council of Trustees. Regionally, he has held the position of 1st Vice President of the Association of Insurance Institutes of the Caribbean (AIIC). He has also served as an adept change manager with special experience in leveraging IT, possesses a highly successful track record in Customer Relationship Management, Strategic Management and Scenario Planning. His unwavering dedication to leadership and management is reflected in his service as a member on various state and private boards. Mr. Miller holds the designation as a Fellow of the Life Management Institute which demonstrates his in-depth knowledge and expertise in the field of long-term insurance management. Among his other accolades are Certified Anti-Money Laundering Specialist (CAMS) and Associate in Insurance Regulatory Compliance (AIRC).