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1 1 Cara is an insurance agent with clients named Emily and Dave, who recently had a baby. Wanting to do something nice for Based
Cara is an insurance agent with clients named Emily and Dave, who recently had a baby. Wanting to do something nice for
Based on this scenario, has Cara appropriately handled her clients' situation?
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a No because if Cara does this regularly, her clients might start expecting gifts, which she might not be able to maintain.
b No because Cara violated her clients' privacy by sharing their personal information with the baby registry.
c Yes, but Cara should have set up an appointment to discuss asy changes in insurance needs now that they have a baby.
d Yes, because Cara's gift is thoughtful and can help build a better relationship with her clients.
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