RLIS® Practice Standards and Code of Conduct
The role of a Registered Life Insurance Specialist (RLIS) licensee in financial advising goes beyond merely analyzing the existing financial resources of a client and determining how much must be saved in order to live his or her desired life.
An RLIS licensee should be prepared to assist their client in developing realistic expectations regarding their financial objectives and living standards and to help ensure that the client is aware of the decisions and adjustments that they may have to make to experience their planned life.
All Registered Life Insurance Specialists must abide by the RLIS License Agreement.
All Registered Life Insurance Specialists must also abide by the RLIS Code of Conduct.
All Registered Life Insurance Specialists must also abide by the RLIS Practice Standards.