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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:

  • To help maintain my clients’ confidences and protect their right to privacy.

  • To work diligently to satisfy the needs of my clients.

  • To present, accurately and honestly, all facts essential to my clients’ financial decisions.

  • To render timely and proper service to my clients and ultimately their beneficiaries.

  • To continually enhance professionalism by developing my skills and increasing my knowledge through education.

  • To obey the letter and spirit of all laws and regulations which govern my profession.

  • To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.

  • To cooperate with others whose services best promote the interests of my clients.

  • To protect the financial interests of my clients, their financial products and my profession, through political advocacy

Download NAIFA's Code of Ethics

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