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Preamble:
Those engaged in offering insurance and other related financial
services occupy the unique position of liaison between the
purchasers and the suppliers of insurance and closely related
financial products. Inherent in this role is the combination of
professional duty to the client and to the company, as well.
Ethical balance is required to avoid any conflict between these
two obligations. Therefore,
I Believe It To Be My Responsibility:
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To hold my profession in high esteem and strive to enhance
its prestige.
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To fulfill the needs of my clients to the best of my
ability.
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To maintain my clients' confidences.
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To render exemplary service to my clients and their
beneficiaries.
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To adhere to professional standards of conduct in helping my
clients to protect insurable obligations and attain their
financial security objectives.
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To present accurately and honestly all facts essential to my
clients' decisions.
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To perfect my skills and increase my knowledge through
continuing education.
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To conduct my business in such a way that my example might
help raise the professional standards of those in my
profession.
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To keep informed with respect to applicable laws and
regulations and to observe them in the practice of my
profession.
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To cooperate with others whose services are constructively
related to meeting the needs of my clients.
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