Our Coronavirus Preparation
The Coronavirus (COVID-19) was something no one could adequately prepare for or predict. We are communicating our preparations to continue being available to you.
First, we want to make sure that you and your family are OK. If you need help, just ask.
Second, we want to let you know Knox Financial has a well-tested business continuity plan in place. We are prepared for business disruption from power outage, natural disasters, weather, or other events. Each day, our secure technology allows us to work from multiple office locations, remotely, and even from our homes. Weather has confined us to remote locations in the past, and we have been able to work from our alternate locations without interruption. Our phone, contact, and email systems are internet based, through multiple internet providers, and we have cellular backup in place. Working from multiple, remote locations is nothing new to our team - we do this every day. While no contingency plan may eliminate all risk of service interruption, we have taken steps to maintain access to our clients, team, and systems, regardless of location, or service availability.
You may continue to call 1-877-566-9468, email service@knoxfin.com or text 563-412-4770 to reach our team during normal business hours. For after-hour messages, we will take steps to respond to messages the next business day.
Many financial transactions may be completed over the phone, or via our e-signature process.
Our goal is to keep you, and our team, safe and healthy.
Contact our Scheduler, call 1-877-566-9468, text 563-412-4770, or visit Knox Financial Appointment Scheduler to find a convenient time for your appointment.
We may meet with you several ways:
In Person: We observe social-distance recommendations.
Telephone Meeting: Sometimes a phone call is all that is needed.
Web Meetings: A quick and secure way to view information on your computer, laptop, tablet or phone.
Flexible Hours: We know how busy today's lifestyles often are and offer a range of times and hours to accommodate many schedules.
If government order requires our office locations to be closed, or prohibits travel, we will continue to work remotely and plan to be available via phone, email, text, and fax during our regular hours. Please try to reach us first. If you are not able to reach us, and have an urgent financial request, please contact Lincoln Investment at 1-800-242-1421, where licensed representatives may assist you.
Here are some resources about COVID-19 that may be useful:
Centers for Disease Control and Prevention COVID-19
World Health Organization Coronavirus COVID-19
Iowa Department of Health - Coronavirus
How Social Distancing May Flatten the Virus Curve
We hope that you and your family remain safe and healthy.
I hope this pandemic quickly becomes a memory. We enjoy meeting our clients face to face, but are committed to your safety. Please take all necessary steps to protect you and your family.
If you need help, just ask.
As always, please contact me if you have questions. Thank you!
Jason Knox, AIF®, CRC®