Total Credits: 3 including 3 CE Credit
Audience: Agent and Customer Service Training
This course will review of the foundations of ethical behavior, including terms and definitions, ethical vs. legal behavior, ethical considerations for insurance agents. It will also review the steps agencies can take as an organization to eliminate many of the causes before they take place.
Please Read - Important CE Instructions and State Required Forms (607.1 KB) | Available after Purchase |
Course_Slides (503.3 KB) | Available after Purchase |
Course Outline (15 KB) | Available after Purchase |
Terry Tadlock, CIC, CPCU, CRIS
Terry Tadlock is a 31 year veteran of the insurance industry. In an attempt to enjoy a little slower paced life he has joined the Correll Insurance Group of agencies as the President of Coastal Plains Insurance, LLC (CPI) in beautiful Hilton Head Island, South Carolina.
Terry is part owner and responsible for the day to day operations of CPI.
Prior to Terry's joining CPI he was owner and CEO of Florida Insurance Educators, Inc. which is an insurance education and consulting firm that in conjunction with Florida Insurance School worked with state and national organizations provides a variety of educational courses and consulting services.
Terry continues to accept national speaking engagements and writes technical articles for a variety of state and national insurance publications. In his spare time Terry is also recognized by Federal and State courts as an expert on insurance coverages and serves as an
expert witness.
Terry began his career in 1979 in Florida. The majority of this time was spent as the principal of an independent insurance agency in Florida where he specialized in a variety of Professional Liability programs as well as designing several specialty programs serving the
Construction industry. Terry has also worked with the Florida Department of Insurance where he was the Administrator of Agents Licensing. His primary responsibilities included the approving individuals for agent licensing and supervision the writing of all state insurance examinations. During this time he also represented the state of Florida on the National Test Development Committee which sets standards for agents licensing examinations.
Currently, Terry holds a Certified Insurance Counselor (CIC) designation and is a National Faculty Member of the Society. In addition, he serves as the Educational Consultant in the State of North Carolina. Terry also holds a Chartered Property and Casualty Underwriting (CPCU) and Construction Risk and Insurance Specialist CRIS) professional designations.
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