{"data":{"id":"us-ca/ins-785.4","jurisdiction":"us-ca","citation":"INS § 785.4","heading":"","body":"(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.\n(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.","path":["Insurance Code - INS","DIVISION 1. GENERAL RULES GOVERNING INSURANCE [100. - 1879.8.]","PART 2. THE BUSINESS OF INSURANCE [680. - 1879.8.]","CHAPTER 1. General Regulations [680. - 1113.]","ARTICLE 6.3. Senior Insurance [785. - 789.10.]"],"source_url":"https://downloads.leginfo.legislature.ca.gov/pubinfo_2025.zip","current_through":"2026-09-13","vintage":"","retrieved_at":"2026-09-14T05:56:33Z","sha256":"ea3c69e948e21366f58c7561f0eb2149d12966bb0c65de03ad18f8ef4ed404f6","source_id":"us-ca","stale":false,"prev":"us-ca/ins-785.1","next":"us-ca/ins-785.5"},"notice":"GroundRules: Original legal text. Not legal advice."}