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Webcast

Ethics for Insurance Professionals


Total Credits: 2 including 2 CE Credit

Average Rating:
   9
Categories:
Ethics |  MLIS Designation Update Qualified
Faculty:
Carie Ann Roach
Course Levels:
Basic
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

Dates


Description

This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent.
 

Basic Course Information

Learning Objectives
  • Identify situation that require the exercise of ethics
  • Understand how decision-making affects clients, agency personnel, insurance companies and the agency itself
  • Understand the process for applying personal ethics to business decision-making

Major Subjects
  • Why study ethics?
  • Core Ethical Business Values
  • Challenges to Ethical Decision-Making
  • Incorporating Ethics in Decision-Making

Course Materials

Faculty

Carie Ann Roach Related Seminars and Products

Independent Insurance Agents of Texas (IIAT)


Carie's professional journey is marked by significant achievements and extensive experience in the insurance industry. As the former Operations Director at Miller & Miller Insurance Agency, she managed a dynamic team of 18, steering the agency through strategic planning and financial management to meet key business objectives.

In addition, Carie was the Owner and Senior Consultant at Novel Horse Consulting, where she built the business from the ground up. Her consultancy focused on maximizing operational efficiency, controlling risks, improving customer service, and implementing leadership programs for independent agents. Her strategic approach in business development, marketing, and sales plans has been crucial in sustaining growth for her clients.

Her educational contributions as an Adjunct Professor at Texas A&M University-Corpus Christi further highlight her commitment to the industry, where she shared her knowledge and insights with aspiring professionals. Moreover, her tenure as the CEO at American Financial Insurance Services, Inc. dba Borden Insurance, is a testament to her leadership capabilities and strategic planning skills.

"Carie's extensive experience and proven track record in the insurance industry make her an invaluable asset to our organization. Her insights and expertise will undoubtedly propel our members towards greater success. We are excited to have her on board and look forward to the positive impact she will bring to our members,” said IIAT President & Executive Director Marit Peters.

"I’m eager to leverage my experience in insurance operations, client engagement, and strategic planning to support and empower our members. Helping IIAT members navigate the complexities of the insurance industry and succeed in their endeavors is a challenge I am excited to undertake," said Carie.


Dates

Thu, Jul 31, 2025 - 11:00 AM to 1:05 PM CDT
Fri, Aug 01, 2025 - 1:00 PM to 3:05 PM CDT
Mon, Aug 18, 2025 - 3:00 PM to 5:05 PM CDT
Fri, Sep 12, 2025 - 9:00 AM to 11:05 AM CDT
Mon, Sep 29, 2025 - 11:00 AM to 1:05 PM CDT
Mon, Oct 13, 2025 - 1:00 PM to 3:05 PM CDT
Wed, Oct 29, 2025 - 3:00 PM to 5:05 PM CDT
Mon, Nov 10, 2025 - 9:00 AM to 11:05 AM CST
Fri, Nov 14, 2025 - 11:00 AM to 1:05 PM CST
Thu, Dec 11, 2025 - 1:00 PM to 3:05 PM CST
Tue, Dec 30, 2025 - 3:00 PM to 5:05 PM CST
Wed, Jan 14, 2026 - 2:00 PM to 4:05 PM CST
Thu, Jan 29, 2026 - 8:00 AM to 10:05 AM CST
Wed, Feb 04, 2026 - 10:00 AM to 12:05 PM CST
Thu, Feb 19, 2026 - 12:00 PM to 2:05 PM CST
Tue, Mar 10, 2026 - 2:00 PM to 4:05 PM CDT
Wed, Mar 25, 2026 - 8:00 AM to 10:05 AM CDT
Fri, Apr 10, 2026 - 10:00 AM to 12:05 PM CDT
Mon, Apr 27, 2026 - 12:00 PM to 2:05 PM CDT
Mon, May 04, 2026 - 2:00 PM to 4:05 PM CDT
Tue, May 19, 2026 - 8:00 AM to 10:05 AM CDT
Tue, Jun 09, 2026 - 10:00 AM to 12:05 PM CDT
Wed, Jun 24, 2026 - 12:00 PM to 2:05 PM CDT
Mon, Jul 06, 2026 - 2:00 PM to 4:05 PM CDT
Thu, Jul 23, 2026 - 8:00 AM to 10:05 AM CDT
Wed, Aug 12, 2026 - 10:00 AM to 12:05 PM CDT
Thu, Aug 27, 2026 - 12:00 PM to 2:05 PM CDT
Thu, Sep 10, 2026 - 2:00 PM to 4:05 PM CDT
Fri, Sep 25, 2026 - 8:00 AM to 10:05 AM CDT
Mon, Oct 05, 2026 - 10:00 AM to 12:05 PM CDT
Wed, Oct 21, 2026 - 12:00 PM to 2:05 PM CDT
Tue, Nov 03, 2026 - 2:00 PM to 4:05 PM CST
Mon, Nov 16, 2026 - 8:00 AM to 10:05 AM CST
Thu, Dec 10, 2026 - 10:00 AM to 12:05 PM CST
Tue, Dec 29, 2026 - 12:00 PM to 2:05 PM CST

State Specific Details

State Approval Information Details TX - This course is approved for 2 hrs Ethics credit - Course# 125673

Reviews

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Overall:      4.9

Total Reviews: 9