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Ethical Practice Standards for Today's Producer

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Susan, an insurance producer, has been asked by her client to make sure her insurance recommendation, which requires the work of various professionals, is implemented. Accordingly, she must do all of the following EXCEPT:

$($Search Chapter $6)$

a$.$ coordinate the activities performed by other professionals

b$.$ refer the client to other professionals as needed

c$.$ review the work of the other professionals to ensure it has been done correctly

d$.$ share appropriate and authorized client information with the other professionals participating in the implementation process