Professional Code of Conduct
Let it be known that today I take this oath to serve my client in providing the best advice to protect him and his family.
I will keep current on all the changes in my profession
I will keep my client abreast of all changes and visit him annually.
I will analyze my client financial needs and risk to protect his family and fulfill his dreams
I will only recommend the best solution to fulfill his needs.
I am not constrained or limited to any product or company I will always offer the best products to fulfill the needs of my client
I will not sell any product until I known my clients circumstances. The client comes first above any sale.
I will not mislead, misrepresent, or cohere a client to purchase a product
I will maintain my client’s information confidential
I acknowledge my fiduciary responsibility to my client
I will do my best at all time with integrity, honesty, and professionalism.
I will always extend my professional courtesy to others.