Opinion 73
Question Presented
Is it a violation of the Canons of Ethics for an attorney to send a double post card to a life insurance company soliciting business in the preparation of annual statements and income tax returns for insurance companies at stated fees of $50.00 and $15.00, respectively?
The reply card provided places to check the work desired as to annual statements and income tax returns, and also stated:
"Prepare other work as follows Organize New CompanyΧChange NameΧChange Premium PlanΧ Revise Policy, etc."
18 Baylor L. Rev. 227 (1966)
SOLICITATION - NOTICE OF SPECIALIZED LEGAL SERVICE - REPLY CARDS
An attorney may not send a reply card to a life insurance company, providing places to check the work desired as to annual statements and income tax returns and to "Organize New Company, Change Name, Change Premium Plan Revise Policy, etc."
Canons 24, 42.
It is the opinion of this committee that the use of the card above described constitutes a flagrant violation of Canon 24, which prohibits solicitation, direct or indirect.
The committee is further of the opinion that if the use of this card should be attempted to be justified on the basis that the sender is an "Insurance Consultant," it is a violation of Canon 42, since the alleged specialized service is not limited to members of the legal profession as required by that Canon. (9- 0)
Bluebook Citation
Tex. Comm. On Professional Ethics, Op. 73 (1953)