An agent is meeting with a potential client for the first time. Which of the following is an ethical best practice at the initial meeting?

Question: An agent is meeting with a potential client for the first time. Which of the following is an ethical best practice at the initial meeting?

Answer options: ✅ Clearly explain their role and the products they are licensed to sell.

• Immediately recommend specific products to demonstrate product knowledge.
• Request the client's banking information to set up premium payments.
• Focus solely on closing the sale as quickly as possible.

Correct answer: Clearly explain their role and the products they are licensed to sell.

Explanation: At the initial meeting, ethical conduct requires an agent to prioritize transparency and clarity. Explaining one's role and licensed products ensures the client understands the nature of the interaction and the scope of services offered, which aligns with the principle of acting in the client's best interest.