Connecting the previous Insurance Planning Tips, this time is talk about the code of ethics of a professional financial consultant. New - recently, I met an old friend. We chatted casually for a long time about old memories and current conditions. Nice to meet an old friend who had not been met.
Surprisingly, condition turns out my old friend become a financial consultant as well as I am, but we are different financial organizations. Casual conversation we had come to discuss about the global financial situation in the world's like the European (cause by Greek) crisis, the collapse of Wall Street last weekend.
From all the talk, there's one thing that really got my attention, namely the ease with my old friends, that in fact he no doubt to give an advise and even willing to help other company customers to close their policyholders and move followed the company where my friend's heads. so what a pity .... :(
To my knowledge, all professions have professional codes of ethics as well as a financial consultant. One of the existing code of ethics in the profession of financial consultants is prohibited recommend to customers and even help customers of other insurance companies to cover her policy in order to get a new policy on our company. Moreover, customers who change insurance companies do not really understand the insurance product he bought at the company's new and why the need to close the old insurance company's policy : (
It's a tough code of conduct violations and very uncomfortable to hear and see it. Hopefully this story can be beneficial to every customers and insurance companies, hope they can be more selective in choosing their financial consultant, to help instead of plunging.
Surprisingly, condition turns out my old friend become a financial consultant as well as I am, but we are different financial organizations. Casual conversation we had come to discuss about the global financial situation in the world's like the European (cause by Greek) crisis, the collapse of Wall Street last weekend.
From all the talk, there's one thing that really got my attention, namely the ease with my old friends, that in fact he no doubt to give an advise and even willing to help other company customers to close their policyholders and move followed the company where my friend's heads. so what a pity .... :(
To my knowledge, all professions have professional codes of ethics as well as a financial consultant. One of the existing code of ethics in the profession of financial consultants is prohibited recommend to customers and even help customers of other insurance companies to cover her policy in order to get a new policy on our company. Moreover, customers who change insurance companies do not really understand the insurance product he bought at the company's new and why the need to close the old insurance company's policy : (
It's a tough code of conduct violations and very uncomfortable to hear and see it. Hopefully this story can be beneficial to every customers and insurance companies, hope they can be more selective in choosing their financial consultant, to help instead of plunging.
warm regards ,
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