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. Miller holds the designation as a Fellow of the Life Management Institute, Certified Anti-Money Laundering Specialist (CAMS) and Associate in Insurance Regulatory Compliance (AIRC). He has also led the charge as an adept change manager with a leading insurer with special experience in leveraging IT, possesses a highly successful track record in Customer Relationship Management, Strategic Management and Scenario Planning. His qualifications coupled with his unique skill and competencies demonstrate his aptitude as a well-versed lecturer / trainer.   More specifically, his role as a TTII lecturer and trainer has spanned a diverse range of subject areas namely Ethics, 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 1^st Vice President of the Association of Insurance Institutes of the Caribbean (AIIC). Not only is Ulric a well-versed subject matter expert, but with over 45 years’ experience, his role in the TTII and as an industry professional, he has been very instrumental in developing and preserving the knowledge landscape for the industry’s human capital. His unwavering dedication to leadership and management is reflected in his service as a member on various state and private boards.