Client Bill of Rights
At Southern Charm Brokerage, we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, & we require our affiliates to abide by the same standard. To ensure that every client is treated in a fair & ethical manner, we have made the following promise through our Client Bill of Rights. We thank the clients that have shared our company with their friends & family. Our clients have helped us grow with their valuable referrals.
As a client of you have the right to:
As a client of you have the right to:
- Monitoring & regular review of your Annuities, Long-Term Care, Medicare, & Life Insurance policies to include & servicing of these policies.
- Have your calls & emails returned promptly.
- Receive accurate & timely statements of your account.
- Have complicated financial concepts explained in simple English.
- Be treated with the utmost respect & integrity at all times.
- Receive honest advice & feedback even if it’s hard to hear.
- More than just a business relationship; a genuine personal relationship that takes your circumstances, values & goals into consideration at all times.
- Trust that your Insurance Broker is knowledgeable, & up-to-speed with important developments that have the potential to impact you.
- Be fully informed about all strategic decisions regarding your accounts.
- Have your privacy carefully guarded, & to never have your personal information shared with someone who is not entitled to it.
Southern Charm Brokerage | 5429 South 41 Highway, Wallace, NC 28466
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]m
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]m