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

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Updated for 12/01/2023

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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Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
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— An advisor is Texas
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
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