Sharpen Your Ethics

Take LIMRA’s “Ethics Self-Rater” and see where you stand—and where you can stand to improve.

As a NAIFA member, you abide by NAIFA’s Code of Ethics. To further ensure that you are conducting business in the most ethical manner possible, take an honest look at how you carry yourself throughout the sales process.

Set aside some time to sit down and rate your actions as an insurance and financial advisor using LIMRA International’s “An Ethics Self-Rater.”

Once you’ve completed the exercise, make a list of any areas that need improvement, develop a plan to make those changes and then stick to the plan. Your practice and your clients will benefit from your effort.

Download “An Ethics Self-Rater” PDF