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I.     We always place the best interests of our clients above our own direct or indirect interests.
 
 
II.     We maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
 
 
III.    We hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients’ affairs.
 
 
IV.    We make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.
 
 
V.    We maintain personal conduct which will reflect favorably on the insurance and financial services profession and our community as a whole.
 
 
VI.    We determine that any replacement of an insurance or financial product must be beneficial for the client.
 
 
VII.    We abide by and conform to all provisions of the laws and regulations in the jurisdictions in which we do business.
 
 


 

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TEACHER OF THE YEAR

We Congratulate Marilyn Fine

Lindero Canyon Middle School

The Greater Conejo Valley Chamber of Commerce is proud to honor Marilyn Fine as one of the two 2013 Teachers
of the Year


Learning Center



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