NAIFA Memphis/West TN
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Code of Ethics.

PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:
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  • To help maintain my clients’ confidences and protect their right to privacy.
  • To work diligently to satisfy the needs of my clients by acting in their best interest.
  • To present, accurately and honestly, all facts essential to my clients’ financial decisions.
  • To render timely and proper service to my clients and ultimately their beneficiaries.
  • To continually enhance professionalism by developing my skills and increasing my knowledge through education.
  • To obey the letter and spirit of all laws and regulations which govern my profession.
  • To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
  • To cooperate with others whose services best promote the interests of my clients.
  • To protect the financial interests of my clients, their financial products and my profession, through political advocacy.
Adopted July 2019, Board of Trustees

Contact

​📞 (901) 360-1478
📍 Mailing Address
600 State St.
Suite A
Cedar Falls, IA 50613

Our Goal

Our goal is to protect and promote the interests of our members, and the public, through education, professional development, and legislative advocacy.
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  • Home
  • About
    • Leadership
    • Code of Ethics
  • Events
    • Past Events
    • On Demand
  • Links
  • Public Welcome!
  • Find An Advisor
  • Contact
  • Past Presidents
  • Community Service