Posted by Joe Wride
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