The Starr Group offers Classes for CFP Credits
SAVE THE DATES! The Starr Group is now offering CE Course Credits for Certified Financial Planning professionals. The course “Discover Why 98% of Auto and Home Policies are Dangerous” is being facilitated by Personal Insurance Counselor Marco Briceno, MBA (left). This program will introduce CFP professionals to the different types of property and casualty risks and the most important coverage to protect individuals, families and business owners. The next class will be held April 25 at the BBB Building in Milwaukee. Additonal classes will be held will be held every month, so mark your calendars! Click for details and registration: www.starrgroup.com/products-services/cfp-class-registration
Identity Theft: Where to Start to Set Things Right
By Linda Starr Winans, Personal Insurance Counselor
I wanted to share a personal story of the benefits of Identity Theft Coverage. This is an abbreviated version, but you will get the idea…
My husband Paul and I have Homeowners Insurance through West Bend Mutual. Two months ago, we went to purchase an investment property and were told by our banker that Paul’s credit score was about 200 points lower than normal because of a $4,000 unpaid cellphone bill from a year ago. Red flags went up immediately because we are not customers of that particular cellphone company. Further investigation revealed the cellphone account belonged to an out-of-state resident.
My opinion of what happened is that someone entering the social security number for the “real” cellphone owner entered a wrong digit and it pulled up Paul’s number. Thankfully, there have been no other fraudulent charges on his account.
We immediately made some calls to the cellphone company and filed a notice with their fraud department, however Paul was still left with this lowered credit score AND the outstanding bill. Where to begin????