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Senior Security
Protect Your Members' Assets Later in Life
Americans age 65 and older account for 70% of the net worth in U.S. households, controlling nearly $15 trillion in assets. While financial exploitation happens every day and in all markets, the senior market is especially vulnerable
Your credit union can help members protect their income and assets later in life. Awareness is the first line of defense.
WEB SITES
- Plan It - online tools and resources where members can learn about wills and estate planning to protect their assets.
SEMINARS
Everything you need to hold a seminar, from the presentation and speaker notes to promotional articles and checklists, are in the box -- just add the members!
- Senior Financial Scams: How to Protect Family and Friends member seminar kit
- Identity Theft: Who's Got Your Number? member seminar kit
STATEMENT STUFFERS
- Elder Financial Abuse: Do You Know the Signs? statement stuffer - warn members of the growing risk and how to recognize signs of exploitation
- Outsmart Foreclosure Scams statement stuffer - warn homeowners about mortgage rescue scams
- Good Habits Protect Your Plastic Cards Against Fraud statement stuffer - help your members understand the need to safeguard their cards and identity from the risk of exposure
- ID Theft: How to Prevent It and How to Get Over It statement stuffer - give your members the knowledge they need to prevent becoming victims of ID theft
- Phishing: Don't Take the Bait statement stuffer - alert members about the dangers of "phishing" attacks
Handbooks
Your Guide to Financial Fraud Prevention handbook - from phishing to pretexting, this handbook covers different types of financial fraud and tells members how to be on guard, along with what to do if they are affected
OTHER MEMBER MATERIALS
Designed to appeal to seniors, you can download, customize, and print these materials as needed.
- Coming Soon! Large-Print Tips Sheets for Seniors - designed to appeal to seniors, you can download, customize and print these materials as needed
