A Crash Course in Insurance: Teamwork makes the Dreamwork!
The truth is our agencies really haven’t won a ton of company trophies or qualified for all the “big time” awards for production and sales achievement! Matter of fact, our old-fashioned way of doing business at Jimmy Thompson State Farm is almost the opposite of the new age, mega production, high volume, go write em’ all kinds of business models!
So, we were beyond thrilled to learn that our team had qualified – not for a production trophy or an incentivized sales goal, but rather for one of the industry’s greatest honors – to be a member of MDRT, which is The Premier Association of Financial Professionals.
What makes being an associate of this organization so special is the promise to our customers as outlined in the Ethical Requirements for MDRT members:
1.) Always place the best interest of their clients above their own direct or indirect interests.
2.) Maintain the highest standard of professional competence by seeking to maintain and improve professional
knowledge, skills and competence.
3.) Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to
their clients’ affairs.
4.) Make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.
5.) Maintain personal conduct which will reflect favorably on the insurance and financial services profession and
the Million Dollar Round Table.
6.) Determine that any replacement of an insurance or financial predict must be beneficial for the client.
7.) Abide by and conform to all provision of the laws and regulations in the jurisdictions in which they do business.
Thank you for your business.
