Helping Diligent Advisors Ensure They're On The Right Planning Path
Discovering that your personal information may have been compromised can feel overwhelming. Acting quickly can help clients limit potential damage, protect their accounts, and begin documenting suspicious activity.
To help clients take action, we created the “Identity Theft Recovery” Client To-Do List. It outlines important steps, including:
Use it to help guide clients in taking quick, organized action when they suspect their personal information has been compromised.