The National Association of Insurance and Financial Advisors<\/p>\n
PREAMBLE: Those engaged in offering insurance and other related financial services occupy the unique position of liaison between the purchases 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,<\/p>\n
We Believe It To Be Our Responsibility\u2026<\/p>\n
TO hold our profession in high esteem and strive to enhance its prestige.<\/p>\n
TO fulfill the needs of our clients to the best of our ability.<\/p>\n
TO maintain our clients’ confidences.<\/p>\n
TO render exemplary service to our clients and their beneficiaries.<\/p>\n
TO adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives.<\/p>\n
TO present accurately and honestly all facts essential to our clients’ decisions.<\/p>\n
TO perfect our skill and increase our knowledge through continuing education.<\/p>\n
TO conduct our business in such a way that our example might help raise the professional standards of those in our profession.<\/p>\n
TO cooperate with others whose services are constructively related to meeting the needs of our clients.
\nAdopted September 1999
\nNAIFA Board of Trustees
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