Code of Ethics
Seniors Right to Know Network & Their Relationship with Senior Clients
All Members Shall:
- Treat all clients Respectfully.
- Provide the most accurate information possible to all clients.
- Never force or coerce a Client into making a decision that is not in the best interest of the Client.
- Clearly represent all products & services available without prejudice.
- Honor all wishes and desires of the client.
- Return all phone & inquiries in a prompt & courteous manner.
- Give accurate answers to all questions.
- Maintain the security and privacy of the Client to protect and safeguard their personal information.
- Accurately explain & go over all relevant disclosures by giving a clear & concise explanation of each.
- Re-disclose & update any data that changes and may have a significant impact on the client.
- Encourage Clients to involve third parties when considering a financing decision.
For More Information
Find a Seniors Right to Know Network Advisor in Your Area
Email
info@SeniorsRightToKnow.org
Toll Free
1-800-242-5085
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