Great advice for all of us to heed.
The sad thing, though, is that some of us are moving on in years and
perhaps not always thinking clearly. I will be 80 this year for example.
There are predators (email and phone) that will take advantage of the
elderly.
I wish there were sure fire ways for banks, etc.to protect their elderly
account holders to avoid such fraud. Perhaps requiring two or more to
confirm a transaction?
I get emails and phone calls from obvious predators from some foreign place
every now and then.

*John Humphries*


On Sat, Apr 29, 2017 at 10:38 AM, ANDREW ARNOLD <[email protected]> wrote:

> I own a financial services firm and we would never act on wiring or
> distribution instructions contained in an email, from a client, realtor,
> bank, etc. We would always pick up the phone and call our client. We
> usually recognize their voices. If we didn’t, we would use several forms of
> verifying their ID, including asking questions no cyber criminal would
> know, “When is your anniversary?”, “What year did we agree upon in your
> financial plan as a retirement date?”, “Tell me again where you said your
> son was doing his internship?”, “what year did we meet, and who referred
> you to me?”
>
> We repeat any  instructions provided to us, asking our client to carefully
> verify the routing numbers and banking info. They must sign a Letter of
> Authorization, and their signature is compared to those on file previously.
>
> This stuff is very scary, we are paranoid about it, We are seeing
> increased attempts at accessing Non Public Info (NPI) by cybercriminals.
> Frankly, we would never trust an email, no matter how secure it appears to
> be, no matter what form of encryption was used. I don’t care if the email
> comes from the Pope, or Greater Deity,  we are never going to send funds
> without proper vetting. When it comes to distributing funds, multiple
> levels of verification are necessary, and picking up the phone and dialing
> a real person is the best form of analog verification.
>
> You can be proactive on your end too. Never just email instructions to a
> financial institution. Take them in personally, mail them, call (and then
> use email to back up those other methods), but DON’T RELY ON EMAIL to
> conduct sensitive financial transactions…. Slow down, never be in a hurry,
> and double check and double verify everything!
>
> Andy
>
>
> On Apr 29, 2017, at 10:05 AM, [email protected]
> wrote:
>
> Blind Trust In Email Could Cost You Your Home
>
>
>
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