PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:

• To help maintain my clients’ confidences and protect their right to privacy.
  
• To work diligently to satisfy the needs of my clients.
  
• To present, accurately and honestly, all facts essential to my clients’ financial decisions.
  
• To render timely and proper service to my clients and ultimately their beneficiaries.
  
• To continually enhance professionalism by developing my skills and increasing my knowledge through education.
  
• To obey the letter and spirit of all laws and regulations which govern my profession.
  
• To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
  
• To cooperate with others whose services best promote the interests of my clients.
  
• To protect the financial interests of my clients, their financial products and my profession, through political advocacy.
  

Adopted July 2012, Board of Trustees.