- 4. In the conduct of business of insurance , who are the three parties involved? Insurers, Intermediaries, & Advisors Managing General Agency, Insured & Agent Agent, Insurers, AGA Client, Agent & Insurance Plan
- 3. Which statement is NOT TRUE? The agent will maintain an uninterrupted license and EgO in any province in which the Agent sells insurance or provides service to customers. The AML/ATF course should be taken after you sell your first piece of business There is a risk to the agent and MGA If policies and client documents are not delivered in a timely manner. Make all requested books and records available to Greatway Financial, Insurers, and/or Regulators upon request.
- 2. Which statement is FALSE? Refrain from engaging in defamation of competitors or their products & services. Advisor Disclosure is not required by the client to be signed and kept in file. The agent will use only insurer-approved illustration software to illustrate. Use reasonable assumptions for variable factors when running insurer illustrations.
- 1. When completing a complaint log which of the following must be included? All of the above. Date of complaint, Agent Name, Policy Number Agent Name, Date of Complaint, Birthdate Customer Name Agent Name, Insured Anniversary date
- 3. Identify and discuss at least two factors that led to a shift in the supply curve for housing during the pandemic.
