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CODE OF ETHICS

IT IS OUR RESPONSIBILITY TO:
 

• Hold our profession in high esteem and strive to enhance its prestige.

• To fulfill the needs of our clients to the best of our ability.

• To maintain our clients’ confidences.

• To render exemplary service to our clients and their beneficiaries.

• To adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives.

• To present accurately and honestly all facts essential to our clients’ decisions.

• To perfect our skills and increase our knowledge through continuing education.

• To conduct our business in such a way, that our example might help raise the professional standards of those in our profession.

• To keep informed with respect to applicable laws and regulations and to observe them in the practice of our profession.

• To cooperate with others whose services are constructively related to meeting the needs of our clients.

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