The Insurance Side of Due Diligence and Disclosure

Due diligence and disclosure are two activities that work together: due diligence as a form of information discovery and disclosure as a means of sharing information. Together, they are an essential part of the insurance process. There are countless benefits for the agent or advisor who completes a due diligence review and follows through with disclosure. Whereas due diligence is discovery of facts, disclosure is revealing the facts. Doing so puts client interests first. Learn:

• The objectives of completing due diligence and disclosure;
• Performance standards;
• How disclosure is achieved, and barriers to disclosure.

Completing due diligence and following through with disclosure is an indisputable part of the professional service you provide to clients. Take your current practices to a new level based on the information in this course and you will set standards that satisfy regulatory requirements while establishing your value to clients as an industry professional.