Life Insurance Basics
What must a producer disclose at the outset of a life insurance sales presentation?
Answer and explanation
Answer: B. Solicitation rules require the prospect to know who the producer is, which insurer is represented, and that the purpose of the contact is to sell insurance. Compensation is disclosed under separate rules, and ratings and client names are not required openings.Source: PSI — New York DFS Insurance Candidate Information Bulletin — Outline, solicitation and sales presentations
More life insurance basics questions
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