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North Star Resource Group COVID-19 Update

MINNEAPOLIS — May 22, 2020 — One of North Star’s core values is responsibility to our clients, our associates and team members and our communities. For this reason, on March 23, we implemented a work-from-home policy and limited access to our offices to essential personnel only, while remaining open and fully operational for our clients.

As many states in the U.S. begin the process to reopen, North Star is making updates to its policies and practices to continue to protect the health and wellness of in our company and in the communities we serve:

  • Within state and national guidelines, some North Star associates are returning to work at our headquarters and branch offices. All returning employees are working with their immediate supervisor to determine a return date that is safe and suitable for them.
  • Some associates are resuming in-person meetings, but many are coordinating successful virtual meetings as well. Contact your financial representative to determine how you are most comfortable meeting, or reach out to our firm to be connected to an representative who can support you in a way that works for you.
  • As people are gradually returning to our offices throughout the U.S., all associates and team members are encouraged and empowered to follow their state and city guidelines for safe distancing and travel.

    We have introduced new policies in our offices to keep all clients, associates and team members safe, including:
    • Allowing staggered start times and encouraging flexible lunch breaks to minimize contact in common areas.
    • Avoiding in-person meetings when possible and continuing to host virtual team member and firmwide meetings.
    • Limiting number of occupants in elevators and conference rooms in order to maintain 6 feet of social distance.
    • Requiring the use of masks in certain buildings and suggesting wearing a mask where social distancing is not possible.
    • Asking associates and team members to refrain from using other’s personal office equipment such as pens, papers, phones, desk etc., without their permission. Providing towels and wipes to clean shared surfaces before and after use.
    • Using signs as reminders of respectful social distancing while in the office, waiting for elevators, approaching copiers and mail room, etc.
    • Restricting business travel and requiring associates and team members to report any travel and/or exposure to a COVID-19-positive individual to their supervisor.
    • Not recirculating air in our Minneapolis headquarters, but using the HVAC system to pull fresh air in from outside the building.
  • We have moved our annual firmwide Summit meeting to a digital event. This much-anticipated event is our opportunity to bring our financial professionals throughout the nation together for three days of learning from experts, networking with other professionals and recognizing those in our firm who have gone above and beyond in the last year.

Being mindful of travel restrictions and stay-at-home orders in many states, we will be hosting our first-ever digital Summit on Wednesday, July 22 to Friday, July 24. The event will still bring high-value speakers to our associates, but it will do so in a way that is responsible to their physical, emotional and financial wellness.

The health and safety of our associates, team members and clients continues to be our top priority in the weeks and months ahead.

Please contact your personal North Star associate for details on how they are operating during this time. Contact information for your representative can be found by searching their name at the top of our site.

If you have not yet been paired with an associate, please contact us to get matched.

3103953 /DOFU 5-2020

MINNEAPOLIS — March 23, 2020 — The COVID-19 response is evolving rapidly across the country and in our communities. As more cases are diagnosed and the importance of social distancing is reinforced by public health officials, we want to inform you about the latest steps we're taking to help slow the spread of coronavirus.

Effective March 23, 2020, we will implement a "work from home" policy and access to our offices will be limited to essential personnel only. We will continue to serve our clients and are adjusting our policies and procedures accordingly. We have added the capabilities for our firm to work remotely over the past number of years and therefore you should not see disruption in our ability to serve you:

  • North Star’s corporate office will continue to have someone at the front desk so that clients may drop off paper documents in the main reception area during business hours, but we heavily encourage clients to work with their financial representative to utilize an electronic option whenever possible, such as encrypted email, fax, etc.
  • In-person meetings are recommended to be rescheduled to take place via phone or video conference (many of our associates and clients have done remote meetings already).

We know that many of you are dealing with your own employment situations, daycare and school challenges, along with concerns for the well-being of yourself and your families. Please know that we are implementing the above policies to be able to continue serving your needs while actively taking steps to help decrease the transmission of COVID-19.

If you have any questions or concerns, please reach out to your dedicated North Star team. You can count on us to keep you updated with items that affect your insurance, investment, retirement or financial plan.

We have heard from many of our clients and know that you, too, are doing everything you can to follow the recommendations of the CDC and public health officials. We thank you for your understanding and flexibility as we navigate this unprecedented situation together.

3008111 / DOFU 3/2020