Dearborn Introduces Compliance Trilogy for Life Insurance Professionals

Chicago (February 14, 2000) ñ Life insurance professionals can now gain career guidance and continuing education credit from Dearbornís Compliance Trilogy. This set of three guides provides producers with tools to prevent or proactively manage everyday market conduct problems. Dearborn has introduced two new titles, Life Insurance Suitability and Market Conduct for Life Insurance Agents, that complement its previously-published Ethics for the Insurance Professional guide. A leading industry publisher and a Kaplan Professional company, Dearborn provides licensing training and continuing education for insurance, securities and real estate professionals. With guides such as these, Dearborn strives to meet the needs of all professionals in these industries, as advances in technology and educational services alter their professional landscape.

"Our expertise in the life insurance business ensures that we continue to offer the comprehensive, high quality publications that professionals have come to expect," said Dan Tromblay, Dearbornís Vice President of Insurance Products and Services. "With the Compliance Trilogy, Dearborn provides financial service professionals with the means to negotiate in the turbulent market conduct arena."

Life Insurance Suitability covers the general principles of suitability and then analyzes how to determine suitability for each of five insurance products: term life; whole life; universal life; variable universal life and annuities. It includes numerous contributions by Richard Webber, noted industry speaker and writer on the issue of life insurance suitability.

Market Conduct for Life Insurance Agents gives life insurance agents a clear picture of the roles and responsibilities in both selling life insurance products and in meeting client needs. It describes the traditional sales process, identifying and discussing common market conduct problems and suggesting solutions. It addresses the typical day-to-day activities of life insurance agents, including: approaching prospects; fact-finding and needs analysis; presenting recommendations; completing and submitting applications; policy delivery and ongoing service.

Completing Dearbornís Compliance Trilogy is Ethics for the Insurance Professional, which outlines the ethical responsibilities of a life insurance agent. For more information or to place an order for one or more of the Compliance Trilogy titles, please call 1-800-423-4723.

Dearborn is a leading provider of licensing and continuing education for securities, insurance and real estate professionals, offering an array of tools, including classroom instruction, books, CD-ROMs and online services (www.dearborn.com). Dearborn supplies education materials to independent schools, colleges and corporations and conducts classes in over 160 locations in the U.S. and abroad. It also offers clients a unique career tracking service, which enables companies to monitor employees' compliance with licensing and continuing education requirements.

Kaplan Professional provides workplace training and education in areas including financial services, insurance, real estate, information technology, and call center programs.

Press Contact: pubrel@kaplan.com, (212) 492-5965

Printable Version