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

Updated: Mar 31

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