Code of Conduct


  • I will explore my client’s insurance needs in-depth to assure that I help design the products or services that best meet these needs.
  • I will present to my client all facts essential to making proper decisions and will make myself available to fully explain subtleties affecting such decisions.
  • I will continue to serve my clients with the same drive and enthusiasm that I displayed in the early stages of our relationship, recognizing that service is the most essential part of my business.
  • I will respect and protect all confidence in my relations with both my clients and my business associates.
  • I will continue to expand my knowledge and perfect the skills essential to the conduct of my business.
  • I will keep abreast of legislation affecting my profession and will abide by the spirit as well as the letter of such legislation.
  • Above all, I will do everything in my power to protect and serve the interests of the clients who place their faith in me.