avoid fraud -- and secure the life you want
Post on 21-Oct-2014
551 views
DESCRIPTION
Fraud steals Life. It steals life savings, the value of business, and the life-blood of community. Fraud is daily everywhere, a constant risk. Vital are the steps you can take to avoid fraud. Have the courage to discuss this among friends, family, and professional advisors.TRANSCRIPT
![Page 1: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/1.jpg)
AVOID FRAUD
for the Life You Want
Brian Weatherdon MA, CFP, CLU, CPCAAuthor, Speaker, Financial Planner.
Aligning your Wealth & Life to overcome fears andsecure your income, lifestyle, & comfort to age 105
![Page 2: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/2.jpg)
Fraud destroys Life and Wealth
• Fraud has devastated lives and families.
• Fraud has stolen from charities & community.
• Fraud hurts pensions, governments, and multi-national organizations.
• Fraud is nearby, around the corner, in your local news.
![Page 3: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/3.jpg)
Fraud is global; Fraud is local
• Every week we learn of charges being laid for fraud, from local to global communities.
• Seniors’ savings are stolen: $10,000 or $50,000 and even $3Million and up. One fraudster will usually hit dozens or hundreds of victims.
• Infamous Madoff made off with $50Billion. Smiles, suits, shining referrals and handshakes are no certain guarantee of honesty.
![Page 4: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/4.jpg)
Is it so bad? Is it everywhere?
• Find out for yourself at www.Google.com and type the name of your nearest city + the word “fraud”. In a mid-sized town it will show over ½ Million results. Large city: >1Million hits.
• Type “list of con artists” at www.Wikipedia.com and prepare to be surprised. Related entry on “fraud” is so active the editors are continually updating citations to match current news.
![Page 5: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/5.jpg)
From your Business, your Pension
• From business, pension, inheritance or savings, your wealth is a vital possession. It’s your ticket to the life you choose. It represents your freedom, your independence and comfort.
• If your money can never be replaced, and losing it would destroy life dreams, goals and family estate, here are some ideas to consider and help you protect your wealth.
![Page 6: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/6.jpg)
Avoid losing to Fraud
1. Take personal responsibility and an inquisitive interest in the advisor and firm that serves to secure your wealth & income.
2. Is it someone you already know who has served well with a lesser sum up to now?
3. Or due to a key wealth event in your life are you now in possession of a larger sum and needing a higher level of strategic planning?
![Page 7: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/7.jpg)
Avoid losing to Fraud
4. Is the advisor recommended among other peers and professionals: eg. other advisers, as well as legal/accounting professionals.
5. Does she/he carry accreditations of someone who has studied and served with excellence?
6. Do they serve under oversight of duly constituted regulatory authorities?
![Page 8: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/8.jpg)
Avoid losing to Fraud
7. Check the news and any other sources: has the advisor been subject to penalties for wrongdoing?
8. Is there a clean record of good standing and membership in relevant financial associations?
![Page 9: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/9.jpg)
Avoid losing to Fraud
9. You might consider my personal preference, a model in which the advisor never touches your money, where roles of advice and custody are clearly separated.
10. Link to enhance financial security at: “Financial Stewardship for Life and Estate”
http://www.guaranteedincome4life.ca/resources/value-of-financial-stewardship/
![Page 10: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/10.jpg)
Ensure your Financial Planning solutions will fulfill yourLife Income Mandates:
• Consider the power of Life Income Mandates to secure multiple streams of life long income:
http://www.guaranteedincome4life.ca/blog/life-income-mandates/
![Page 11: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/11.jpg)
Ensure your Financial Planning solutions will align with your
Life Horizons Analysis:
• Ie. the future steps and stages of your life and the comforts and opportunities you want to enjoy. See more on Life Horizons Analysis at:
http://www.guaranteedincome4life.ca/blog/life-income-mandates/
![Page 12: Avoid Fraud -- and Secure the Life You Want](https://reader034.vdocument.in/reader034/viewer/2022051608/5446ea40afaf9f61178b47e3/html5/thumbnails/12.jpg)
More resources to secure Wealth & Life
• Experience this website to help focus on your future: www.GuaranteedIncome4Life.ca
• 5-star book at Amazon/Kindle and bookstores: “A Lifetime Of Wealth – And How Not To Lose It” http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1?
ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+--+and+how+not+to+lose+it
• Visit www.ALifetimeOfWealth.info