COVID-19 Protocols

Lifetime income Store strictly adheres to CDC Guidelines regarding public contact to eliminate and/or diminish the chances for exposure to, and tansmission of, the novel COVID 19 virus.

All of our Client Service personnel are working remotely, and have made Zoom our primary Client interaction vehicle. Our Tulsa office remains operational with Client meetings conducted by appointment-only with limited personnel present. Masks will be provided, and the office facilities are thoroughly treated with approved disinfectant prior to your arrival, and after you leave. Meeting rooms have been decompressed, and assembled to insure a minimum of 6 feet of separation.

Our Client Service personnel are regularly tested, and any who test positive are immediately quarantined as per CDC Guidelines.

Our San Francisco asset management office contiues to operate around the clock with strict adherence to CDC contact guidelines, and with entry limited to associates who test negative for the virus prior to entry.

While we continue to monitor the COVID-19 situation closely, we want to assure you of our ongoing efforts to protect the safety of our Clients, our people, and the communities we serve. In these changing times, our commitment to serving you and your investing needs remains unchanged. We have put into action our business resiliency plans to ensure you continue to have access to your advisor and accounts, and can oversee your finances without interruption.

As always, we thank you for the continued opportunity to be your valued partner on your financial journey. Our protocols are designed to serve the best interest of every person involved in our processes, and to make sure the pandemic does not interrupt your connection to your money. We will always strive to make the very best of the times and circumstances in which we live.

Scott Albertson, CEO