NAIFA-Colorado
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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
📞 Phone: 303-459-2955
📍​ 600 State St. Suite A
Cedar Falls, IA 50613

Our Mission

NAIFA-Colorado advocates for a positive legislative and regulatory environment, enhances business and professional skills, actively engages its members and promotes our profession and the ethical conduct of advisors.​​
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  • Home
  • About
    • Board of Directors
    • Code of Ethics
    • Vision & Mission
  • Events
    • Lunch N' Learn
  • Advocacy
  • Membership
  • Sponsor
  • Consumers
  • Contact