Broker Check

Fraud Prevention Friday: Take Action Now

| May 04, 2018

With massive and endless data breaches, you must assume your personal information is being bought and sold. 

During the month of May, we will be sharing with you knowledge and tools, and guiding you through the proactive steps you must take to Protect Your Identity in a Virtual World. 

If we have already had a conversation with you about freezing your credit, you still need to listen to our podcast and attend our Webinar as we have


  • there are 4 NOT 3 Credit Bureaus you must freeze
  • Understanding Synthetic Identity Theft
  • Placing a freeze at ChexSystems

Our Podcast will arm you with the information you need to know, and our Webinar will guide you through the actions you need to take!


Register for our “Protecting your Identity In a Virtual World” Webinar

May 15th at 10am- Register Here



Join us this Sunday May 6th as we kick off Keeping It Simple Sunday’s (KISS) where we will be releasing new podcasts on Sunday Mornings!

This week on our Be More Healthy, Wealthy and Wise Podcast Channel we are Re-Releasing our Introductory Podcast.  So you can gain insight into how we have designed our practice to help guide our clients through their unique life’s journey and the ways we are continuing to deliver value by bring financial education into your everyday life.

You won’t want to miss our next KISS release on Sunday May 13th

“Protecting Your Identity in a Virtual World” Podcast

Make sure to click “Subscribe” when you are on our channel so you are notified of each new release! 

Be More Healthy Wealthy and Wise Podcast

Our Virtual Advice platform is designed to inspire and empower you to make wise decisions about your health and your wealth. 

Each podcast and webinar we create will be arming you with the knowledge we need you to know, and the actions you must take yourself (that we can’t do for you!) to Be More Healthy, Wealthy and Wise!

Click here to return to the Blog page and catch up on previous Fraud Prevention Tips.