Lincoln Investment Advocates for Elder Abuse Awareness
World Elder Abuse Awareness Day, recognized globally, aims to educate and encourage communities to recognize and prevent abuse against older individuals. Lincoln Investment is proud to champion this essential cause by empowering our financial professionals with vital education and resources. Our goal is to enhance awareness and equip investors with the knowledge they need to protect themselves against financial exploitation.
Understanding the Importance of Awareness and Education
Lincoln Investment emphasizes that many older adults fall victim to scams and fraud due to a lack of awareness. "Statistics indicate that numerous individuals are tricked out of their life savings every year, amounting to billions of dollars. Education is key in countering this trend," explained Nancy Heffner, CRCP, Vice President, and Deputy Chief Compliance Officer.
By educating clients on common scams and manipulation tactics, we aim to help them recognize warning signs. Awareness is the first step in preventing financial exploitation, and Lincoln Investment is committed to fostering this awareness among its client base and financial professionals.
Resources for Protecting Clients
To combat the rising threat of financial exploitation, Lincoln Investment encourages the appointment of a trusted contact person (TCP) on financial accounts. Having a TCP can significantly aid in identifying potential fraudulent activities and serve as a vital resource in the event of a crisis. Lincoln Investment offers various resources, including informative videos and printable flyers, to assist financial professionals in discussing the importance of TCPs with their clients.
Moreover, our company provides thorough training for all associates on how to recognize and report instances of financial exploitation specifically targeting seniors and vulnerable investors. This initiative is part of our broader commitment to protecting our clients and safeguarding their financial wellbeing.
Celebrating Continued Excellence at Lincoln Investment
With over 56 years of experience in delivering exceptional investment strategies, Lincoln Investment has emerged as a leading broker-dealer in the financial services industry. Serving approximately 317,000 clients and managing assets worth $55 billion, our firm continues to prioritize the financial needs of a diverse clientele. We take pride in being recognized as one of the Top Workplaces in the Delaware Valley for the 15th consecutive year.
Contact Information for Further Inquiries
For anyone seeking more information, please reach out to our media contact, Linda Heist. She can be reached at 215-881-4611 or through our general contact resources. Our commitment to providing detailed and effective support remains unwavering, and we encourage open communication as part of our service to clients.
Frequently Asked Questions
What is World Elder Abuse Awareness Day?
World Elder Abuse Awareness Day is recognized on June 15 each year to raise awareness about the abuse and neglect of older people globally.
How does Lincoln Investment support elder abuse prevention?
Lincoln Investment supports elder abuse prevention by educating financial professionals and clients, providing resources, and training associates to recognize and report financial exploitation.
Why is having a trusted contact person important?
A trusted contact person can help identify potential fraudulent activity and provide guidance if issues arise with a client's account.
What resources does Lincoln Investment provide?
Lincoln Investment offers videos, flyers, and training materials to help financial professionals communicate the importance of financial safety to their clients.
How long has Lincoln Investment been in operation?
Lincoln Investment has been in operation for over 56 years, providing reliable investment strategies and service to its clients.
