Compliance
Integrity and transparency are a central part of our business practices and deeply rooted in our code of conduct. Our dedication to compliance has been the fundamental building block of our corporate history and provides a clear definition as to who we are.
Code of Conduct
| > | We will only purchase a life insurance policy that has been thoroughly underwritten and verified to ensure that the transaction is valid and complies with all applicable laws and our investment criteria, and after all parties fully understand the terms and consequences of the transaction. | |
| > | We will only purchase policies from insured’s age 55 or over whose life expectancy is greater than two years and whose policy is from a carrier rated BBB+ or higher from Standard and Poor’s or an equivalent rating from another rating agency. | |
| > | We will only conduct business with brokers who have undergone background checks. | |
| > | We will vigorously protect the privacy of all personal information. | |
| > | We will follow all applicable laws regulating our industry, and comply with the National Association of Insurance Commissioners (NAIC) guidelines. |
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