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Helping Diligent Advisors Ensure They're On The Right Planning Path
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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:
Updated for 12/1/2022