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Q1 Caroline recently met with a client, Jeff, who put her in an uncomfortable situation. Jeff owns a car dealership and will only give Caroline
Q1 Caroline recently met with a client, Jeff, who put her in an uncomfortable situation. Jeff owns a car dealership and will only give Caroline his insurance business if she refers her clients to him. The commission Caroline will receive from his business is substantial, but she is unsure whether she should refer her clients to him. What might help Caroline make a decision? A) Reviewing her options and speaking with her supervisor to make sure she is following the regulator's rules. B) Setting up a written contract with the client so that she is protected if her clients are not happy. C) Explaining to her clients that insurance regulators do not allow referrals to unlicensed individuals and encourage him to get a license. D) Setting up a percentage of commission for each client she refers to his business so that she earns a commission in both places
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