Duane, a licensed life insurance agent with many years of experience with high net worth individuals, meets a referral for the first time. The referral, named Darya, owns a retail exporting company. After completing a net worth statement with her, it is evident Darya has a great deal of assets, some of which are held in different countries. Darya is looking to purchase $85,000 worth of segregated funds. She mentions wanting to complete the paperwork today as she is flying to Europe tomorrow. She brought her chequebook and proper identification documents. What should Duane do to make sure he is acting ethically?

Answer rating: 100% (QA)

To ensure ethical conduct in this situation Duane should consider the following steps 1 Clearly Comm... View the full answer