Why You may Need a Trusted Contact to help Prevent Financial Fraud

A trusted contact is one of the simplest ways to help prevent financial fraud and protect your accounts. In this video, we break down what a trusted contact is, how it works, and why it can help safeguard your financial future.

Dayne Ventrone, Wealth Advisor, explains how adding a trusted contact can help prevent scams, especially as fraud targeting older adults continues to rise.

In this video, you’ll learn:
• What a trusted contact is and how it works
• What a trusted contact can and cannot do
• How this simple step helps prevent financial fraud
• Why everyone should have a trusted contact listed
• Additional tips to protect yourself from scams

Fraud losses among older adults continue to increase, but small steps like adding a trusted contact can make a big difference in protecting your assets and your peace of mind.

👉 Request the checklist mentioned in the video to learn steps that may help better protect your accounts.

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https://oxfordretirement.com/schedule-a-meeting/

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DISCLOSURE:
Insurance products are offered through the insurance business Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning. Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 4047648 - 5/26

Видео Why You may Need a Trusted Contact to help Prevent Financial Fraud канала Oxford Retirement & Estate Planning