B16- A CODE FOR THE INSURANCE SALESMAN

THE PROFESSIONAL LIFE ADVISER’S GUIDE (Little Gems Series)

B16. (THE PERSON) - A CODE FOR THE INSURANCE SALESMAN

➢ I believe it to be my responsibility to keep the needs of my clients always uppermost;

➢ To respect my clients’ confidence and hold in trust personal information;

➢ To render continuous service to my clients and their nominees/ beneficiaries;

➢ To employ every proper and legitimate means to persuade my clients to protect insurable obligations and rigidly to adhere to the observance of the highest standards of business and professional conduct;

➢ To present accurately, honestly and completely every fact essential to my clients’ decisions;

➢ To perfect my skill and add to my knowledge through continuous thought and study;

➢ To conduct my business on such a high plane that others emulating my example may help the standards of my vocation;

➢ To keep myself informed with respect to insurance laws and regulations and to observe them in both letter and spirit; and

➢ To respect the prerogatives and cooperate with all others whose services are constructively related to ours in meeting the needs of our clients.

—The Post Magazine and Insurance Monitor