"The headlines are enough to make you swear off eBay and lock your wallet in a safe-depot box. Suposedly trustworthy companies like LexisNexis, Time Warner, ChoicePoint, and Wells Fargo, admit that the records of their customers or employees have fallen into the wrong hands. In on case, thieves break into a Midwest office of American International Group and steal a computer server containing personal data on 930,000 employees of companies seeking medical coverage. And in the Big Kahuna of identity theft, a laptop containing Social Security numbers and other sensitive information for nearly 29 million active and former military personnel is stolen from a Veterans' Affairs Dept. staffer's home in suburban Maryland."

The issue of identity theft has many facets. As an advisor you can be a great resource of your clients in dealing with this issue. It's hardly surprising that wealthy clients have security on the brain. Like everyone else, the affluent want to protect their personal information. Identity theft is there fore a key issue for the affluent, 77.5% of whom are very or extremely concerned about having their identities stolen, according to CEG Worldwide in June 2007.

What are the next steps:

How secure is client information in your office?
Are you clients taking prudent steps to protect themselves from identity theft?

We can help you answer these questions and more.

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