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Fidelity Associates Insurance & Financial Services eNewsletter |
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September Referral Gift Card Winner
Congratulations to Don Alderman, September winner of our $50 gas card drawing!
For every referral who calls for a quote and says they were referred by you, you'll get a $10 gift card for movies, coffee or shopping. For every referral we receive from you in a month, you'll get one entry into the drawing for our monthly $50 gas card! That's it whether, they purchase from us or not. Just be sure they mention your name when they call.
   
THANK YOU for sharing your friends with us!
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Halloween Safety Tips
 Halloween is an exciting time of year for kids, and to help ensure they have a safe holiday, here are some tips from the American Academy of Pediatrics (AAP):
Costumes: Plan costumes that are bright and reflective. Because masks can limit or block eyesight, consider non-toxic makeup and decorative hats as safer alternatives.
Pumpkin Carving: Small children can help by drawing a face with markers, while the carving is left to the parents. Consider using a flashlight or glow stick instead of a candle to light your pumpkin.
Home Safe Home: keep homes safe for visiting trick-or-treaters by clearing the porch and yard of anything a child could trip over such as hoses, toys, and bikes. Wet leaves should be swept from sidewalks and steps.
On the Trick-or-Treat Trail: Pedestrian injuries are the most common injuries to children on Halloween. Remain on well-lit streets and always use the sidewalk. Only cross the street as a group in established crosswalks.
Healthy Halloween: A good meal prior to parties and trick-or-treating will discourage kids from filling up on treats. Try to ration treats for the days following Halloween.
For more tips, read more here...
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New! 24/7 Online Client Access
We are pleased to announce a new option that we are testing on a trial basis, available to our clients on our website. With your account you can: 
- Review your current policies
- Re-print Auto ID cards
- Manage Certificates of Insurance
- Manage vehicles, drivers & locations
- Report a claim
As always, your Account Manager is here to help you with any of these and all other service needs and questions. For those times when you aren't able to call us; or want to review or request changes to your policies after hours; or re-print that missing Auto ID card on a weekend; you may wish to check out this new option.
Visit our Client Access Page to setup your own account, or contact your Account Manager with any questions and to request that we set your account up for you.
Since we are testing this on a trial basis at this time, we need to hear from you - let us know if you want to have this option available in the future and would like for us to continue to offer it. Your feedback will help us determine if we offer this on a permanent basis - please share feedback with your Account Manager, or email us at contactus@fidelityins.com. Thank you for the opportunity to be of service! |
Managers' Corner - Linda Zeringer, CFO
The accounting department at Fidelity Associates is proud of the long term employment of our team: Kathleen Apel - 12 years; Diane Huber - 19 years; Linda Zeringer - 20 years; and Ann Kolbeck - 24 years. With this length of service, I believe that our accounting team is one of the best in the industry. This team has also been able to  absorb all the additional workload of Fidelity as it has grown over the last 20 years. I am proud to say that we have not had to add to our staffing because of this increase in efficiency. One of the ways we continue to increase our efficiency is through use of technology, and recently we have changed to being more paperless by scanning and attaching documents to our files.
When we are not at work, Diane loves to ride her horses; Ann enjoys camping and gardening; Kathleen stays more than active as a mother of a young son; and I enjoy hiking and playing with my granddaughters.
Though the accounting department is not in the front lines of customer service, we play a vital role in running the finances of the agency. |
Cougar Gold Apple & Onion Soup
Football season is upon us! Try this Cougar Gold Cheese soup for your Apple Cup get-together!
5 cups chicken stock or broth 1 cup peeled and chopped potato 2 cooking apples - peeled, cored and chopped 1/2 cup chopped onion 1/4 cup chopped carrot 1/4 cup chopped celery 1/8 tsp ground thyme 2 TBS cornstarch 2 TBS cold water 4 cups grated Cougar Gold Cheese 1/4 cup cream 1/8 tsp nutmeg 1/8 tsp pepper 1/4 cup dry white wine (optional) Thin apple slices for garnish
Combine chicken broth, potato, apples, onion, carrot, celery and thyme in medium stock pot - bring just to a boil and reduce heat and simmer about 45 minutes. Puree mixture in food processor. Return soup to stock pot. Mix cornstarch with cold water and stir into soup. Cook over medium heat until slightly thickened - stir constantly. Add cheese and cook, stir until cheese is melted. Add cream, nutmeg and pepper - simmer about 5 minutes. Stir in wine just before serving - top each serving with 3 unpeeled slices of apple - top with some extra shredded cheese. Serves 4 to 6. |
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Medicare Beneficiaries - Review Your Options
The Annual Election Period (AEP) for Medicare beneficiaries is occurring between October 15th and December 7th. Let us help you evaluate if continuing coverage on your current plan is still the best choice for you or if you want to make a plan change. As your needs and resources change, it makes sense for you to review all the options available.
Contact Veronica Bergeron for more information. |
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Meet Account Executive Ben Lyman
Ben Lyman has been an agent in our business insurance department since June of 2009. He has worked with many business owners in Spokane and the Northwest ranging from contractors, printing operations, and many other industries. He enjoys being a trusted advisor and working with business owners to insure all their assets and liabilities are covered.
Ben was born and raised in Spokane and received his Finance degree from Washington State University. He loves spending time on the golf course but also enjoys football, basketball, and the outdoors. Ben volunteers at Hoopfest as a team leader on the site teams and will be part of the Lewis & Clark High School basketball coaching staff this coming season.
Congratulations are in order to Ben & Sarah as they were recently married on October 15th and are headed to Kona, Hawaii to celebrate.
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Safeco Award of Excellence & Personal Lines Achievement Award
Fidelity is proud to announce two awards we recently received from Safeco Insurance: Mary Lemon, COO, was presented with Safeco's Award of Excellence. According to Safeco: "Safeco created the Award of Excellence to celebrate our dedicated, loyal independent agents - trusted partners whose relationship with Safeco Underwriting has only grown stronger with time. You are part of an exclusive group." Chris Carothers, Personal Lines Account Manager, was presented with Safeco's Personal Lines Achievement Award. According to Safeco: "The Personal Lines Achievement Award honors the dedication, diligence, integrity, passion for excellence and overall exemplary representation of Safeco Insurance by agency employees. Their skills, enthusiasm and concern are highly regarded contributions to the agency, company and industry." |
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