COVID-19 PROTOCOLS AND PROCEDURES FOR IN-PERSON MEETINGS

Updated:  October 9, 2020

 A note from Ken Locke:

 

Due to significantly rising cases of Covid-19 in Wisconsin recently I feel it is wise and prudent to implement the following protocols for in-person meetings at my office in Port Washington for the foreseeable future.  I am asking for everyone's cooperation in order to reduce the spread of the virus.  I ask this for a number of reasons.  First, 90% of my clients are health insurance and Medicare clients. Therefore, a large percentage of my clients are in vulnerable populations including seniors and those with pre-existing conditions. Secondly, with open enrollment upon us soon, I cannot take the chance of contracting the virus myself since so many of my clients depend on me being able to process their renewals for 2021 during this critical time.  It is imperative that we do everything we can to make it through the winter safely.  Therefore, I have made the decision to ask everyone to adhere to the following rules for upcoming in-person meetings:

  • Notify me in advance if you or someone in your family has been recently ill.

    • If there has been illness that you have been exposed to within ten days prior to your in-person appointment, please contact me via phone or email to reschedule your appointment.  All in-person business can be handled over the phone or virtually via Skype or Zoom. Signatures can be obtained via voice or email and all transactions are encrypted and secure for your protection.

  • Masks are required for in-person meetings

    • I know many people prefer not to wear masks, and I understand this position.  However, as previously mentioned, I work with a number of vulnerable people. The Covid-19 virus can be transmitted without you even knowing you have the virus and without you even feeling sick.  This makes it especially crucial to take every possible step to reduce the risk of passing on the virus by wearing a mask and using hand sanitizer. Masks will be provided for the meeting.

  • Virtual and phone appointments are readily available if you feel unable or unwilling to follow these rules for an in-person appointment.  Just let me know and we will make arrangements!

 

info@kladirect.com    |    (262) 536-5155

211 N. Franklin St., Suite 204

Port Washington, WI   53074

Office Hours By Appointment Only

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©2020 BY KEN LOCKE AND ASSOCIATES, LLC