Defense By Design

For those in , the video below probably seems only 'slightly' exaggerated. You have seen it play out in real life. For those in , you deal with the aftermath. For the that has neither of these positions on staff -- good luck!

You'll never avoid the situations you never see coming. "Spotting trouble" requires assessing both visual and audio cues, it means knowing your people, it means training and educating so that security is a mindset -- not a department or onsite guard.

To that end, I offer both online courses (link below in comments) as well as onsite to help HR, Risk Management and business owners hopefully avoid, but at least mitigate such concerns, risks and liabilities.

And for the forward thinking or carrier, I can also offer some "preferred pricing" to your commercial clients for the same, just ask.

I know someone who can help.

Over the years, I have worked with firms and other to educate their clients, commercial and personal lines alike. Why?

Whether online or offline, most scams boil down to one simple dynamic -- a good story. This story can be a more immediate approach such as we've all seen and heard about outside banks, at ATMs, via email/phone/text scams, etc. But to get the REAL dollars, the stories are more sophisticated and typically are revealed over time. In other words, these victims are groomed.

For the above professions, I do offer several programs of potential interest: (1) "Luring Your Money" and (2) "Once Upon A Crime!," either/both of which touch on this topic.

"Luring Your Money" also in a version for the or to educate 'you' and your team on lifestyle changes, investment changes, buying changes, etc. that could speak to that more long-term grooming aspect. It also deals with generational approaches where children or even grandchildren are unwitting participants in the "story."

If interested in either/both of these presentations, let's talk. I also offer this for any personal lines who might have interest.

I know someone who can help.