Can a lawyer also work as an insurance broker?

Short answer The committee's published summary states that a lawyer may also engage in business as an insurance broker but must be careful to distinguish between the obligations of each profession.
Bar
WSBA
Issued
1995

Apply this to your situation

This page answers the general question as of 1995. Ask about yours and see what the current Washington Rules of Professional Conduct say for your facts, with citations.

Disclaimer: Advisory only. Not binding precedent.
About this page: The plain-English summary, reader guidance, and Q&A below were written by Ezel based on the official ethics opinion. The original opinion (linked on this page) is the authoritative source for any reliance.

Plain-English summary

The official record for this opinion publishes only a one-sentence summary; the full opinion text is not available from the source. According to that summary, the committee concluded that a lawyer may also engage in business as an insurance broker but must be careful to distinguish between the obligations of each profession.

The published record lists RPC 1.6, 1.7, 1.8, 7.1, 7.2, and 7.3 as the rules the opinion addressed. Because the full text is not available, the way the committee applied each of those rules is not reproduced here; follow the linked source for any later-restored text.

Currency note

This opinion was issued in 1995, before the Washington State Bar Association's adoption of the 2006 revisions to the Rules of Professional Conduct. Subsequent rule amendments or later opinions may have changed the analysis. Treat this page as historical context, not current guidance. Verify against current rules before relying on any specific rule, deadline, or requirement mentioned here. Washington's RPC 1.6, 1.7, 1.8, 7.1, 7.2, and 7.3 correspond to ABA Model Rules 1.6 (confidentiality), 1.7 and 1.8 (conflicts of interest), 7.1 and 7.2 (communications concerning a lawyer's services), and 7.3 (solicitation of clients).

Common questions

Q: Can a lawyer also work as an insurance broker?

A: The committee's published summary states that a lawyer may also engage in business as an insurance broker, but must be careful to distinguish between the obligations of each profession.

Q: How did the committee apply the conflict and advertising rules?

A: The full opinion text is not available from the official source. The published record lists RPC 1.6, 1.7, 1.8, 7.1, 7.2, and 7.3, but does not reproduce the committee's application of those rules.

Background and rules framework

The published record identifies RPC 1.6 (confidentiality), 1.7 and 1.8 (conflicts of interest), 7.1 and 7.2 (communications concerning a lawyer's services), and 7.3 (solicitation), corresponding to the ABA Model Rules of the same numbers. The summary frames the question as one of keeping the duties owed in the law practice distinct from those of the insurance business; the full reasoning is not available from the source.

Citations and references

Rules of Professional Conduct:

  • ABA Model Rule 1.6 (confidentiality of information); Washington RPC 1.6
  • ABA Model Rules 1.7 and 1.8 (conflicts of interest); Washington RPC 1.7 and 1.8
  • ABA Model Rules 7.1 and 7.2 (communications concerning a lawyer's services); Washington RPC 7.1 and 7.2
  • ABA Model Rule 7.3 (solicitation of clients); Washington RPC 7.3

See also

Source

Original opinion text

Reproduced from the official source for research purposes. The linked source is authoritative.

Full opinion text unavailable from the official source; see the linked source above for the complete text.

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