Accounting/Bookkeeping, Health Life Broker/Consultant, Software

 
 

Code of Ethics

  • To hold the selling, service and administration of health insurance and related products and services as a professional and public trust and do all in my power to maintain its prestige.
  • To keep paramount the needs of those whom I serve.
  • To respect my clients’ trust in me, and to never do anything which would betray their trust or confidence.
  • To give all service possible when service is needed.
  • To present policies factually and accurately, providing all information necessary for the issuance of sound insurance coverage to the public I serve.
  • To use no advertising which I know may be false or misleading.
  • To consider the sale, service and administration of health insurance and related products and services as a career, to know and abide by the laws of any jurisdiction Federal and State in which I practice and seek constantly to increase my knowledge and improve my ability to meet the needs of my clients.
  • To be fair and just to my competitors, and to engage in no practices which may reflect unfavorably on me or my industry.
  • To treat prospects, clients and companies fairly by following standards and Business laws.
  • To extend honest and professional conduct to my clients, associates, fellow agents and brokers, and the company or companies whose products I represent.
  • Consult in Sage 50 Software in the same manner as I do any sell of health insurance products.  To not participate with any dealings that are less than above reproach.  Align myself with like business professionals.  Follow GAAP standards and guidelines.