Does it seem like there is a new data security breach headline every time you read the news?
- “Insurance Startup Leaks Sensitive Customer Health Data”[1]
- “IRS Scam Leverages Hacked Tax Preparers, Client Bank Accounts”[2]
- “Insurance company hacked – client personal data possibly breached”[3]
- “If you shopped at these 15 stores in the last year, your data might have been stolen”[4]
Cybercriminals and other fraudsters make a full-time job out of finding new ways to commit fraud. They are regularly evolving their techniques to exploit system or process gaps that give them access to sensitive personal data. From there, they may use the data to take over client accounts, possibly your clients’ accounts!
5 year-end tax planning strategies
By Sheryl Rowling
(InvestmentNews)
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AAAE does not give tax or legal advice. Please encourage your clients to consult a tax advisor or attorney.
By James Morris
As the end of the year quickly approaches, now is an excellent time to schedule your annual client reviews. When the kids head back to school and the holiday season is not yet upon us, this can be a convenient opportunity to get on your clients’ schedules. Client reviews are important for a number of reasons, one of the best being to remind your customers of the value you can provide as a trusted resource for their financial life.
Will you make the best choice for your future? #TruChoice #FMO
Long-Term Care Insurance 101
Life Happens
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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.
Does it seem like there is a new data security breach headline every time you read the news?
