Ethos CODE OF CONDUCT

We prioritize our customers and strive to both delight them and meet their needs by personalizing their experience and anticipating their future requirements. We hold ourselves to high ethical standards, act professionally and respectfully, and promptly respond to customer inquiries. We use fair and honest practices in all our interactions with customers and deliver on our promises. We have clear guidelines for marketing and selling our products. customer complaints are promptly addressed in accordance with company policies and applicable laws.

TREATING CUSTOMERS FAIRLY

QUESTION: You're a life insurance agent for Ethos, you realize that a client has forgotten to provide their social security number on the application form. You remember the number from your conversation with the client. Should you fill in the missing information yourself?

ANSWER: No, you should not complete the form with any of the client's personally identifiable information (PII). The client is responsible for providing this information, and it is essential for maintaining confidentiality and adhering to privacy regulations. Inform the client about the missing information and request that they complete the form accordingly. Placing ethics before convenience allows Ethos and the client to preserve trust and maintain a reputation for integrity.

Privacy policy

At Ethos, our customers, employees, and business partners provide personal information to Ethos everyday. They rely on Ethos to protect that information, as well as to respect their privacy. As part of Ethos’s commitment to meeting these expectations and to transparency, we have established controls and standards to ensure that all data collected, used, stored, transferred, and secured is done in accordance with applicable laws and regulations. We expect everyone associated with Ethos to help prevent cyberattacks and privacy breaches by following our data protection policies. We protect personal and sensitive information and inform our customers, employees, and business partners about our privacy practices through various channels, including privacy notices and online privacy statements. We are committed to ethical data collection and use through trustworthy and sustainable data practices.For more details or to make a privacy request visit: https://privacy.ethoslife.com/policies

Safeguarding private information

7

Made with FlippingBook - professional solution for displaying marketing and sales documents online