Client information is collected and used for the following purposes:
Assisting with applications for insurance
Assisting clients with communications with insurance carriers and/or financial organizations
Client support in the event of litigation
Client records and data is stored by secure means and is to be used only for the purposes outlined above.
All information is used in accordance with current privacy practices and government regulations to insure the most effective protection and compliance.
The interests and needs of a client will be our primary concern and shall be placed ahead of all other interests.
Diligence and professionalism shall be exercised in organizing objectives and circumstances to offer solutions to fulfill them.
All transactions and communications will follow the prescribed practices and regulations governing the actions and activities of the licensed requirements to include but not failing to provide information and advice with honesty, integrity, fairness, due diligence and skill.
Full disclosure of information and facts will accompany corporate presentations of products and contracts to be provided.
All client communications where a policy or client status change are required, must by received in writing by Gordon Johnston, principal of Johnston & Associates.
Proper documentation and records of client contracts and activities will be kept confidential as it applies to the lawful practices of the financial industries and the public.