All members of the Insurance Fiduciary Network must agree to operate within the parameters of, and sign, a code of conduct which ensures that when working with your clients, these clients will receive the same level of transparency, objectivity, thoughtfulness, and non-biased planning that they have come to expect. The Insurance Fiduciary Network is an extension of YOU – the Wealth Manager, and the best practices and best interests standards that YOU have been delivering to your clients since inception will continue to be provided. The code of conduct includes:
- Coordinated Collaboration
- Best Interests
- Providing Risk Management Solutions
- Open Communication
- Compensation Disclosure
- Ongoing Customer Service
For more information and to review the Code of Conduct, please reach out to IFN.