Скачать или смотреть 18 Fiduciary Duty for Advisors in Life Insurance Putting Clients' Interests First

To only ever offer services that can be delivered and deliver no less than the commitments made.

In an advisory capacity, it is imperative to understand and respect role boundaries for a truly ethical engagement.

Ultimately, we cannot provide sound advice and guidance without having a solid foundation to draw on.

When chosen, we have a responsibility to provide our craft, empowering not only the people we advise but ourselves.

To ensure that we do not damage trust in a relationship or our reputation.

We don’t just have a responsibility; we have a responsibility to do it well.

To be authentic.

Face it, make it, just don’t fake it.

Chapters:
0:00 Intro
1:17 What Is a Fiduciary and Why Does It Matter?
1:58 What are the Fiduciary Duties
2:50 What is Suitability standard for Life Insurance advisors
3:44 My Fiduciary Oath
5:01 IRDAI Grievance call centre

Who is Gaurav Mohanty?

I am an IRDAI certified Pan-India and Pan-Global (for NRIs and OCIs) Life/Health Insurance Advisor.

I represent Aditya Birla Sun Life Insurance Ltd. and Aditya Birla Health Insurance, both part of Aditya Birla Capital Ltd., the holding company of all Financial Services businesses of Aditya Birla Group, with 165 years of History, Experience, Maturity, Wisdom and Legacy.

My passion and drive for what I do does has enabled me to become part of the prestigious Million Dollar Round Table (MDRT) 4 times (2020,2021,2022,2023).

MDRT is an exclusive forum for the world's most successful Life/Health Insurance and Financial Services professionals based on Productivity along with achieving the prestigious honour of being one of the Most Respected Advisors for the Organisation and striving to do even better.

I look forward in assisting you achieve your Financial Wholeness.

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R E S O U R C E S:

What Is a Fiduciary Duty?
https://www.investopedia.com/ask/answers/0...

How the Fiduciary Rule Can Impact You
   • How the Fiduciary Rule Can Impact You  

Who is a Trusted Advisor?
https://www.linkedin.com/pulse/who-trusted...

Trust Equation
https://modelthinkers.com/mental-model/tru...

Insurance Professional Standards
https://agentsync.io/blog/individual-produ...

Grievance Redressal Mechanism
https://irdai.gov.in/grievance-redressal-m...

FAIR USE DISCLAIMER:

The content are solely my own personal views and not those of the organisation I represent and are not to intended to be interpreted as such.

The images, videos or opinions expressed within the content for representation and reference. I do not own any images or videos used in the content.

All credits go to its rightful owner.