What is the proper procedure for agents wishing to give gifts exceeding $25?

Submitting gift requests to a dedicated email is the proper procedure for agents wishing to give gifts exceeding $25. This approach ensures that all gift-giving practices are transparent and consistent with the company's ethical guidelines. It allows for proper tracking and oversight of gifts given, which is essential for maintaining compliance with regulatory standards and company policies.

By routing gift requests through a dedicated email, Aflac can monitor expenditures and ensure that agents are adhering to limits set forth to avoid potential conflicts of interest or the appearance of impropriety. This central method provides a clear record of all transactions and fosters accountability within the organization.

In contrast, notifying clients directly might lack the necessary oversight and documentation needed, while documenting gifts only in a personal record could lead to inconsistencies and would not provide a centralized accountability system. Asking for verbal approval from a manager does not guarantee a formal record and could lead to misunderstandings or lack of compliance. Hence, the dedicated email process is established to streamline and formalize the gift-giving procedures for the benefit of both the agents and the clients they serve.