LifeSource Direct Ethics Pledge

  • We will always commit ourselves to protect and promote the interests of our clients, and will always conduct ourselves in a way that reflects well on our profession.
  • We will be totally honest when explaining our education and business backgrounds, professional designations, and years of industry experience.
  • We will be completely truthful by not exaggerating the realistic returns or future value one can expect from any product, transaction, service, or investment that we may recommend.
  • We will always disclose the important features of a product, transaction, service, or investment and disclose potential risks that may negatively affect future performance or value.
  • We will always consider both my client’s current and future needs to determine the proper suitability of any recommendation that we may make.
  • We will respect the confidentiality of any information entrusted to us or obtained in the course of our business or professional activities.

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