Roemer Insurance Code of Ethics

Helping people to protect their assets, manage risks of loss and preserve financial security for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and ethics throughout my career as an insurance professional.

With these principles as a foundation, I freely accept the following obligations:

  • To help maintain my clients’ confidences and protect their right to privacy.
  • To work diligently to satisfy the needs of my clients.
  • To present, accurately and honestly, all facts essential to my clients’ insurance decisions.
  • To render timely and proper service to my clients.
  • To continually enhance the professionalism of Roemer Insurance 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 Roemer Insurance and my profession.
  • To cooperate with others whose services best promote the interests of my clients.
  • To operate all times with the highest in ethical standards of conduct whether dealing with a client, insurance carrier representative or a fellow associate of Roemer Insurance.