Code of Ethics
As a Certified Financial Planner™ practitioner, L.V. Plummer, Jr. follows its strict code of ethics guidelines while demonstrating exceptional professional knowledge and outstanding client service.
- Always place the best interests of your clients above your own direct or indirect interests.
- 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.
- Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to your clients' affairs.
- Make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.
- Maintain personal conduct that will reflect favorably on the life insurance industry and MDRT.
- Determine that any replacement of an insurance or financial product must be beneficial for the client.
- Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which you do business.