I thought we had this taken care of last Thursday when our Leadership Team met to further set forth our strategy and policy regarding the COVID-19 outbreak in a way that sanely balanced employee safety with continued “high-touch” client service. But by early Saturday morning, as the world witnessed and learned the very real impact this contagion can have on both life and financial security, we were rethinking our approach by redefining our definition of “high touch” client service.
We concluded that these special times call for a smarter way to leverage the great team we’ve put together with our contemporary state-of-the-art technology stack to be there for our clients in this period of market uncertainty.
Does it involve working remotely? – YES.
Does it involve quarantining certain teammates who have had recent extensive travel? – YES.
Will they still be able to work? – YES.
Does it involve future travel restrictions by both auto and air to service our clients? – YES.
Does it involve asking visitors to our 10 offices some pointed questions? – YES.
But we think this is the right thing to do as a responsible corporate citizen to play our part in getting the world back to normality as soon as possible. Our retirement and employee benefit consultants will be reaching out to your staff. Our technology will allow us to continue to communicate and educate your employees on your benefits. And most importantly, our advisors will continue to be available to your people for the guidance and advice that they have come to expect.
TOGETHER – we will be protecting our most valuable assets – our people and their families. Please don’t hesitate to call me with any questions or concerns. I encourage you to click-in for the details of our COVID-19 policy.
All the best,
co-founder and CEO
Investment advisory services offered through intellicents investment solutions, inc., a federal covered investment adviser.