Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street.
In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors
to offer their clients identity theft protection.
Dana and her team have established a user-friendly B2B software platform that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identity theft
In this episode, you will learn:
- Why identity theft is a big deal
- Why advisors should be offering identity protection
- How Dana helps advisors position identity theft insurance in front of their clients
- Why it’s important for parents to freeze their children’s credit
- And more!
Tune in now to learn why we’re calling identity theft protection “life’s newest necessity.”
Related: Educational Seminars Are a Valuable Item in an Advisor’s Marketing Toolbox