Cal. Insurance Code § 785.4
Cal. Insurance Code § 785.4
California · California Insurance Code · Status: effective · Effective 2013-01-01
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- Citation
- Cal. Insurance Code § 785.4, California, version 1 as recorded 2026-07-25, yourstate.us, https://yourstate.us/provision/877486
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Full text
(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.