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California Code, Insurance Code - INS § 785.4

Current as of January 01, 2025 | Updated by Findlaw Staff

(a) It shall be unlawful for any insurance agent who is not licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, if a purpose of the delivery is to sell an insurance product.

(b) It shall be unlawful for any insurance agent who is licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, unless the insurance agent complies with Section 6175.3 of the Business and Professions Code.

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Cite this article: FindLaw.com - California Code, Insurance Code - INS § 785.4 - last updated January 01, 2025 | https://codes.findlaw.com/ca/insurance-code/ins-sect-785-4/

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