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Ethics And Privacy Policy
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Our Code of Ethics and Conduct
• Always place the best interest of our clients above our own direct or indirect interest.
• Maintain the highest standards of professional competence and give the best possible advice to clients by continually seeking to maintain and improve professional knowledge, skills, and competence.
• Hold in the strictest confidence and consider privileged, all business and personal information pertaining to our clients' affairs.
• Make full and adequate disclosure of all facts necessary to enable our clients to make informed decisions.
• Maintain personal conduct which will reflect favorably upon us, our company, and the insurance and financial services profession in general.
• Determine that any replacement of an insurance or financial product must be beneficial for the client.
• Abide by and conform to all provisions of the laws and regulations set forth by the financial services profession.
• Maintain the highest standards of professional competence and give the best possible advice to clients by continually seeking to maintain and improve professional knowledge, skills, and competence.
• Hold in the strictest confidence and consider privileged, all business and personal information pertaining to our clients' affairs.
• Make full and adequate disclosure of all facts necessary to enable our clients to make informed decisions.
• Maintain personal conduct which will reflect favorably upon us, our company, and the insurance and financial services profession in general.
• Determine that any replacement of an insurance or financial product must be beneficial for the client.
• Abide by and conform to all provisions of the laws and regulations set forth by the financial services profession.
Privacy Policies
• All information pertaining to our clients will be held in strict confidence.
• Information will only be shared with the appropriate insurance companies and other financial parties with our clients' approval in order to accomplish the goals and objectives set forth by our clients.
• Under no circumstances will our clients' information be sold, rented, or traded.
• Our clients' personal information is stored and protected in a secure manner.
• Information will only be shared with the appropriate insurance companies and other financial parties with our clients' approval in order to accomplish the goals and objectives set forth by our clients.
• Under no circumstances will our clients' information be sold, rented, or traded.
• Our clients' personal information is stored and protected in a secure manner.