Code of Ethics

Proud member of the Million Dollar Round Tablemdrt trans

The Million Dollar Round Table (MDRT) is the premier association of financial professionals. Members serve their clients with exemplary performance and the highest standard of ethics and professional knowledge. MDRT members are on the cutting edge of industry trends, as the organization is the premier forum for the exchange of ideas and techniques among industry professionals. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Founded in 1927, the Million Dollar Round Table sets the standard for professionalism. The organization’s commitment to excellence motivates members to reach their full potentials and assures you the service that you and your family deserve.

Code of Ethics

Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public and the insurance and financial services profession.

Therefore, members shall:

  1. Always place the best interests of their clients above their own direct or indirect interests.
  2. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
  3. Hold in the strictest confidence and consider as privileged, all business and personal information pertaining to their clients’ affairs.
  4. Make full and adequate disclosure of all facts necessary to enable their clients to make informed decisions.
  5. Maintain personal conduct which will reflect favorably on the insurance and financial services profession and the Million Dollar Round Table.
  6. Determine that any replacement of an insurance or financial product must be beneficial for the client.
  7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.