Client Access  |  Careers & Advisory Teams
May 29, 2024

Staying Safe Online

Financial Planning Committee

One person’s story about being scammed

The Federal Trade Commission released data in February 2024 showing that consumers reported losing more than $10 billion to fraud in the previous year, marking the first time that fraud losses have reached this benchmark. If it’s happened to you, you are clearly not alone. While it is frightening to see how big this illegitimate industry has become, there is some comfort in knowing that more and more people are reporting these crimes instead of staying silent out of embarrassment or shame.

In fact, according to AARP, three in ten Americans over the age of 45 years old know someone who has fallen victim to scam or fraud. This statistic hits close to home for JNBA Director of Client Services Cärin Viertel, moderator of this podcast series. Her father, Roger Lind, was targeted by scammers. He joins Cärin, along with cyber security expert Brent Morris from Success Computer Consulting, to share his experience in hopes of preventing others from falling victim to similar scams.

Also in this episode, Morris expands on the simple yet effective “Pause-Think-Act” concept, which can help you catch potential scams before your private information is compromised. Along with listening to the 15-minute podcast, this two-minute video created by Success Computer Consulting can be helpful in learning how to protect yourself.

At JNBA, we are committed to safeguarding client confidentiality. If you have any questions, please don’t hesitate to contact your JNBA Advisory Team.

(A written transcript of the podcast is available here.)

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

The previous presentation by JNBA Financial Advisors, LLC, (JNBA), was intended for general information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. Please Remember: If you are a JNBA client, please contact JNBA, in writing, if there are any changes in your personal and or financial situation or investment objectives for the purpose of reviewing, evaluating and or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. All services provided by Success Computer Consulting are separate and independent of JNBA Financial Advisors, LLC. JNBA providing a professional referral could present a conflict of interest because the professional may, on occasion, make a referral to JNBA which could result in an economic benefit despite the lack of any revenue sharing agreement in place. You are not obligated to engage the services of any such JNBA recommended professional, and the firm’s Chief Compliance Officer, Kimberlee M. Brown, remains available to answer any questions that you may have. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com.

Please see important disclosure information at jnba.com/disclosure

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