Code of Ethics
Preamble:
Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional.
With these principles as a foundation, I freely accept the following obligations:
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To help maintain my clients’ confidences and protect their right to privacy.
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To work diligently to satisfy the needs of my clients.
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To present, accurately and honestly, all facts essential to my clients’ financial decisions.
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To render timely and proper service to my clients and ultimately their beneficiaries.
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To continually enhance professionalism by developing my skills and increasing my knowledge through education.
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To obey the letter and spirit of all laws and regulations which govern my profession.
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To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
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To cooperate with others whose services best promote the interests of my clients.
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To protect the financial interests of my clients, their financial products and my profession, through political advocacy