Answered step by step
Verified Expert Solution
Question
1 Approved Answer
12mm Devise and property developer in Sherbrooke. He meets with new insurance clients in one of the areas he is developing. While disclosing their financial
12mm Devise and property developer in Sherbrooke. He meets with new insurance clients in one of the areas he is developing. While disclosing their financial at the clients that they are interested in purchasing a property in the new development area. Jimmy says he thinks the development will be very profitable. The couple agrees tha will be a good investment and let him know that they will keep him updated so their insurance needs can be adjusted. Jimmy sets a date to complete their insurance application. Has Jim followed best practices when dealing with his clients meEZZDRKSMEZTREDE FOTO Pesehat property gathered all the financial information as well as his clients financial goals to evaluate their needs. my has not made a recommendation for insurance before setting up the appointment to fill out an insurance application. iesBy advising his clients of potential investment opportunities, Jimmy is following best practices by acting with integrity, competence and the utmost faith. No. Jimmy has not disclosed the conflict of interest or maintained objectivity by encouraging his clients to invest in the property he is developing. 4cEZCZDRKSMIEZTRhdElFQT09
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started