Fullerton & Company is a service organization. We welcome the opportunity to provide or coordinate the following value added services as a benefit to our clients and prospective clients:

Property

• Replacement Cost Valuation
• Contingent Planning
• Fire Protection Planning

General Liability

• Contract & Lease Reviews
• Material Data Safety Sheets & Hazard Communications Program
• Premises Safety Review
• Product Control Planning

Automobile

• Transportation & Fleet Safety Programs
• Drug Program Implementation
• Motor Vehicle Reports

Workers’ Compensation

• Drug Programs
• Ergonomic Surveys
• Safety Program

Human Resources Services

• Human Resource Regulatory Compliance Audits
• Employee Handbook/Application/Job Description Development & Review
• Essential Employment Policies
• Employment Compliance Hotline Service
• Pre-paid Legal Services
• Professional Employer Organization (PEO) Services

Business Financial Planning

• Retirement Plan Design
• Succession Planning
• Capital Funding & Formation Services
• Business Valuations
• Executive, Key Employee Incentive Compensation Plans

Personal & Family Services

• Financial & Investment Planning
• Estate & Wealth Transfer

Fullerton & Company can provide you with clear, accurate, and objective recommendations that address your tough business coverage questions:

• What exposures exist that threaten my business assets? Can these exposures be better managed?
• How can I plan for business interruptions, property and liability losses and resulting legal ramifications?
• How much should I expect to pay for protection?
• How will my policies respond in the event of a loss?
• Do I have a solid benefit package that addresses my key people?

Fullerton & Company also conducts seminars throughout the year on various topics for our clients. Please contact us for details.

E-mail: abestel@fullertonco.com