Protecting Your Clients from Fraud
As Baby Boomers age and we become more reliant on technology, more people can be targets of financial fraud and abuse. The good news, however, is that knowledge is power. The more we understand financial fraud and the common ways it’s carried out, the easier it may be to prevent. This presentation looks at the problem of financial fraud, some of the most prevalent scams, privacy and fraud concerns with technology, and discusses some common sense ways to help protect yourself and the people you love.
The Trusted Advisor
Over 55% of investors report that the internet is their primary source of financial guidance. This is one reason, among many, that has led to widespread financial misinformation.
At Transamerica it is our goal to provide resources to help navigate these challenging times and support taking informed action. Use the checklist below to help proactively manage the risk of online threats that can lead to financial fraud or identity theft.
As noted in the chart, the internet or a web search is the most widely used source of obtaining financial information according to a recent study by the MIT AgeLab. Over half of the respondents (55.6%) indicated that they had used the internet/web as a source for financial advice, well ahead of using a financial advisor (30.5%).
The more we understand financial fraud and the common ways it’s carried out, the easier it may be to avoid. This guide will provide an overview of several common scams, what to watch out for, and insights on how to protect yourself.
This checklist provides actionable steps to help protect you from online threats that can lead to financial fraud and/or identity theft.
A Barron’s Top-100 Annuity, Built for Fee-Based Account Needs
The Transamerica I-Share II Variable Annuity was recognized by Barron’s as one of 2025’s top annuities for tax-deferred savings, highlighting its value for RIAs and their clients.
Annuities Among RIA’s
According to LIMRA, fee-based variable annuity (VA) sales—often used by registered investment advisors (RIAs)—grew by 21% in the first quarter of 2025 compared to the same period in 2024.
Registered investment advisors are uniquely positioned to provide guidance to investors that help limit a wide range of risks and annuity products have evolved to fit the way RIA’s do business. Follow the links below for resources that can help open opportunities with Transamerica annuities.
Not licensed? We have solutions for you too. Contact our annuity education desk at the number below for support.
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