Wispact Response to COVID 19 – 3/17/2020

Wispact’s Physical Office Location at 226 Corporate Dr is closed – But we are working remotely and processing distributions – if possible submit documents via email.

We realize how important our distributions are to you but we can process distributions submitted via email much more efficiently. 

If during this time, you feel a Retained Fund Grant could be helpful, please contact our Grant Manager, John Shaw. 

Phone contacts for all staff can be found here: https://www.wispact.org/staff/

The US Centers for Disease Control and Prevention and the Dept. of Health and Human Services across the U.S. are working on a public health response to COVID 19. The virus that causes COVID 19 has spread from person to person in China and there are now reported cases of person-to-person transmission in the United States. Given the serious health risks associated with this virus, the CDC is recommending workplaces follow their guidelines.

Based on guidelines set forth by the CDC in regards to the Coronavirus, Wispact is committed to strategies and practices to help decrease the possible spread of infective diseases and maintain a safe workplace for its employees and clients.

Wispact Objectives:

  • Help educate employees and encourage the sharing of information
  • Do our part to help slow the spread
  • Establish a plan to lower the impact of COVID-19 in the workplace should the breakout spread further; Maintain business operations

Beyond CDC recommendations for staff (work remotely if needed, routinely clean hands and workstations, social distancing, etc.) Wispact’s plan for employees affects how we interact with our clients and community.

We aim to maintain normal business operations, but we want our clients to know the following:

Drop In Clients: 
To limit potential exposure, during this time – Wispact office is closed to unannounced client drop ins – Please arrange a phone conference with your Beneficiary Specialist.

Beneficiary Specialists:
Encourage clients to fax or scan and email as many shared documents as possible. Wash hands frequently when handling physical documents received by mail.

Client Interfacing:
Recognizing that Wispact serves some very medically vulnerable individuals, utmost discretion is advised in meeting with clients face to face during this “high alert” period of COVID-19. If you have a scheduled meeting with a client/prospective client, especially individuals meeting the criteria for most “at-risk” including individuals over the age of 60 and those with underlying health conditions (notably, Heart disease, Diabetes and Lung disease), please talk with your supervisor to either hold the meeting via phone/video conferencing or postpone the meeting as appropriate.

Creating Attorneys 
Please submit documents electronically. Call our office for instructions.

What’s Next

  • Stay abreast of the latest developments from the CDC/Health and Family Services
  • Keep staff, business partners, and clients informed of our plans
  • As much as possible, maintain normal business operations while working remotely, and continue to review our staff sick leave policy during this time for flexibility


Wispact, Inc. is not a registered investment adviser, registered stock broker or broker-dealer and does not offer investment advisory services, programs or products. Any investment questions should be directed to qualified licensed professional financial advisers.