Insurance Professional’s Code of Conduct

A Commitment to Excellence

Optima Financial has become a leader in the insurance industry, not only by offering leading products and services, but by a commitment to integrity in our work. We are proud of our licensed insurance professionals that have contributed to this legacy.

We continue to be diligent in our efforts to be compliant and operate ethically in every respect. To encourage a compliant culture, we expect our insurance professionals to adhere to the following guidelines: