Code
of Ethics
At
Pacific Benefit Planners, we believe in building long term
relationships with our clients. We are invested in the success
of each of our clients and are dedicated to the development
and execution of plans that result in business and individual
financial success. To best serve our clients and help them
reach their goals, we hold ourselves to high standards of
professional and ethical behavior.
National
Association of Health Underwriters 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
that 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 submitting
applications which reveal all available information pertinent
to underwriting policies.
- To
extend honest and professional conduct to my clients, associates,
fellow agents and brokers, and the company or companies
whose products I represent.
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