About

I will make every conscious effort to help my clients in the manner in which I would want to be helped.

I will maintain the highest standards of professional competence and integrity and give the best possible advice to clients.

I will offer advice only in the areas I have competence and within the scope of my licensing.

In a conflict of interest situation, the interest of the client shall be paramount. I will place the interests of clients above my own.

I will take responsibility for knowledge of the various laws and regulations affecting my services.

When approaching prospective clients, I will immediately identify myself as an insurance agent/company and disclose the product I am selling.

I will avoid sensational, exaggerated and unwarranted statements. Proposals and quotes will be clear so clients know exactly what is being offered.

I will make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.

I will constantly improve my professional knowledge, skills and competence.

I will be truthful about client testimonials and endorsements.

I will hold all business and personal information pertaining to my clients in the strictest confidence.

I will maintain a professional level of conduct in association with peers and be fair in product or company comparisons.

I will conduct my business in a way that my example might help raise the professional standards of insurance agents everywhere.

I will cooperate with others whose services are constructively related to the needs of my clients.