Author: Mary Dunn, CSA

Avoiding Restoration Scams

The target of restoration scams tends to be older people who often have immediately available funds, are prone to be more trusting, are less likely to report a scam out of embarrassment and are seen as less reliable witnesses due to memory deterioration.

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Good Versus Bad Robo Calls

Consumers have a number of tools to fight the scourge of robo calls, without the unintended consequences of missing important automated calls that carry timely reminders or information. As an advisor, you may want to consider the value of such tools.

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