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Organization:Dallas Association of Life Underwriters
Source: Dallas Association of Life Underwriters
Date Approved:Undated
Disclaimer: Please note the codes in our collection might not necessarily be the most recent versions. Please contact the individual organizations or their websites to verify if a more recent or updated code of ethics is available. CSEP does not hold copyright on any of the codes of ethics in our collection. Any permission to use the codes must be sought from the individual organizations directly.

Code of Ethics

Those engaged in life underwriting occupy the unique position of liaison between the purchasers and the suppliers of life and health insurance and closely related financial products. Inherent in this role is the combination of professional duty to the client, and to the company as well. Ethical balance is required to avoid any conflict between these two obligations. Therefore,

We Believe It To Be Our Responsibility . . .

  • To hold our profession in high esteem and strive to enhance its prestige,

  • To fulfill the needs of our clients to the best of our ability,

  • To maintain our clients' confidences,

  • To render exemplary service to our clients and their beneficiaries,

  • To adhere to professional standards of conduct in helping our clients to protect insurable obligations and attain their financial security objectives,

  • To present accurately and honestly all facts essential to our clients' decisions,

  • To perfect our skills and increase our knowledge through continuing education,

  • To conduct our business in such a way that our example might help raise the professional standards of life underwriting,

  • To keep informed with respect to applicable laws and regulations and observe them in the practice of our profession, and

  • To cooperate with others whose services are constructively related to meeting the needs of our clients.

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