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Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

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Interactive Checklist Created with Sketch.

Updated 12/1/2023

In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, your clients may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that your clients are informed and actively protecting their identity and assets.

This checklist covers:

  • Ways to minimize cyber threats
  • Tips to identify common scams
  • Steps to take if a client suspects unlawful activity
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What Issues Should I Consider If My Parent Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events

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— Victoria L, an advisor in Massachusetts
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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