Q: 7
Dale meets with his last appointment of a busy workday. He is helping his client Larry fill out a
disability insurance claim form. Larry suffered a heart attack a week ago and is at home recuperating.
Larry will be unable to work for the next 6 months and needs the benefits as soon as possible to
cover his expenses. The at-home appointment takes a little longer than scheduled and Dale finds
himself rushing to his son’s big hockey tournament. In his haste, he puts Larry’s form in his briefcase
and subsequently forgets to submit the form. Which responsibility did Dale breach?
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