Client Access  |  Careers & Advisory Teams
June 13, 2024

Preventing Cyber Scams

Financial Planning Committee

Tips from the Experts

Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It’s crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get scammed. By staying informed and vigilant, you can significantly reduce your risk of becoming a target for cybercriminals.

In the third installment of our special Cyber Security podcast series titled “Staying Safe Online,” host Cärin Viertel, JNBA Financial Advisors Director of Client Services, along with cyber security experts Brent Morris and Brandon Nohr from Success Computer Consulting, share several practical tips to educate and protect yourself from these ever-changing scams.

Three essential action words are crucial for maintaining vigilance: PAUSE. THINK. ACT. These steps can guide you when encountering a suspicious situation. First, pause and be cautious of unsolicited requests, as scammers often create a sense of urgency to prompt quick, unthinking actions. Next, think about the source of the request. Evaluate whether it is coming from a reliable source and consider the potential risks involved. Finally, act only if you can confirm the legitimacy of the request, remembering that it’s okay to hang up or delete suspicious emails. Watch this helpful two-minute video to learn more.

Also in this episode, if you do fall victim to a scam, report it to the relevant authorities and financial institutions, change your passwords, monitor your accounts for unauthorized activities, and seek support from cybersecurity professionals if necessary.

JNBA is dedicated to ensuring the highest level of client confidentiality and providing the necessary resources to protect against cyber scams. For more information and additional resources on cybersecurity, visit and explore the “insights” tab.

(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

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