or CSIdentity Corporation, both Experian companies and also known collectively as Experian Consumer Services (hereinafter, “Experian”), or its respective affiliates for the benefit of its Members. The Identity Fraud Expense Reimbursement benefit is underwritten and administered by American Bankers Insurance Company of Florida, an Assurant company, under a group or blanket policy issued to, Inc. It is the obligation of your Participating Identity Protection Membership Program provider to inform you of any termination of the Policy. If the Policy is terminated, your benefits under the Policy will cease effective that date. A complete copy of the Policy will be available upon request. Your benefits will be subject to all the terms, conditions, exclusions and definitions of the Policy as issued to , CSIdentity Corporation or as a Participating Identity Protection Program provider extended coverage under the Policy. This Summary of Benefits does not state all the terms, conditions, exclusions and definitions within the Policy. Read the entire Summary of Benefits carefully to determine rights, duties and what is and is not covered. Various provisions in this Summary of Benefits and in the Policy restrict coverage. This Summary of Benefits is provided to inform you that as a member of a Participating Identity Protection Membership Program, that includes identity theft insurance wherein you are entitled to benefits under the Policy as issued to or CSIdentity Corporation and described in this Summary of Benefits. To learn more about how technology can help you address your clients’ greatest needs and challenges during this volatile time, watch our on-demand webinar: Is Your Tech COVID-19 Proof ? And when the dust settles, will you emerge as a stronger, more versatile advisor? Times are changing, which means it’s time for change. But to attract younger investors, you need technology that speaks their language-a client portal and a mobile app they can access anywhere, for instance, as well as dynamic reports and engaging video statements. And now, with so much media attention being given to the stock market, they may decide it’s time to get involved.
Does it offer the kind of flexibility and user-friendly experience that young investors-who have the most to gain in today’s market-demand from their advisors? Younger investors have the time horizon to make up returns in a down market.
There may be real opportunities to harvest tax losses for your clients, setting them up to offset capital gains in the future. Does it help you efficiently capitalize on the tax-loss harvesting benefits we’re seeing in this market? Now is the time to prove your value as an advisor, and that goes beyond offering your clients a sense of security and peace of mind.By establishing your client goals as the catalyst for investment decision making instead of outside factors, you’ll help them see the big, long-term picture even if it’s tempting to focus on short-term market movement. Does it include financial planning tools at no additional cost? Financial planning can be a critical tool during times like these.Does it empower you to communicate with your clients anytime, from anywhere? As questions arise for your clients-about the market, their portfolios, or just general uncertainties-it’s important that they know they have an easy way to contact you for answers.They’re looking for confidence, strength, and peace of mind. In today’s uncertain times-with COVID-19 causing widespread panic, flailing markets, and terrified investors-there are golden opportunities for those advisors brave enough to seize them.
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