Translate:
965 Lloyd Street, Nanty Glo, PA, 15943 - 705 Somerset Street, Johnstown, PA 15901
Pledge
NEA Ethics Pledge By US:
- I will always commit myself to protect and promote the
interests of my customers, and will always conduct myself in a way that reflects well on my profession. - I will respect the confidentiality of any information
entrusted to me or obtained in the course of my business or professional activities. - I will be totally honest when explaining my education and
business background, professional licenses, and years of industry experience. - I will only use sales presentations and advertising materials that are completely accurate and compliant with state and federal regulations.
- I will be completely truthful by not exaggerating the
features and benefits of my products and/or services. - I will always provide my clients with copies of all required
documents that relate to the product, transaction, or service that I have recommended to them. - I will always disclose the important features of a product,
transaction, or service and disclose potential risks that may
negatively affect future performance or value. - I will always refer my clients to a more specialized professional or firm when their needs go beyond my current license or expertise.
- I will always consider both my customer’s current and
future needs to determine the proper suitability of any
recommended products or services. - I will consistently educate myself as to the new laws and
regulations in my industry, and I will always act in good faith toward those I serve.
JerryZidak and Jackie Ziesman
Jackie Ziesman
Jackie ZIesman is a licensed Insurance and annuity producer who deals with asset allocation. She is also a licensed X-ray Technician. She is the mother of two daughters and has one grandson.
Dr. Gerald Zidak is:
Copyright © 2022 Pennsylvania Elder Estate Advocacy Services - All Rights Reserved.
Powered by GoDaddy