Are YOU Getting Million Dollar Advice?

We have both qualified for MDRT for many years and have both graduated to life members which is only for people who qualify for 10 years or more.  We have grown to embrace the Whole Person concept.  It is an honour and privilege to be among the top 2% of financial producers in the world.  This Premier organisation has taught us how to better service our clients, be better husbands, better parents and give back to the community.

 

MDRT CODE OF ETHICS

1. Always place the best interests of your clients above your 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 strictest confidence, and consider as privileged, all business and personal information pertaining to your clients' affairs.

4. Make full and adequate disclosure of all facts necessary to enable 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 you do business.

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