Last week, I met with a retired couple that have been clients for 3 years. Mrs. Client told me she received a troubling phone call just a few days prior to our meeting. Here is the gist of the call:

A man with a foreign accent, who said his name, was Paul Smith claimed to be calling on behalf of Medicare. He wanted to know if they would like to upgrade their Medicare services and receive a new card. First off, no one form the Medicare office calls retirees. Here comes the scary part – he knew their bank, account number, and next check that they would use.

My client immediately called their bank and the police. Flags have been placed, fraud files have been opened, and this is what is happening today. Please be as careful as you can with your information. I have no idea where this call originated from. There is a lot of fraud, especially in regard to the elderly. Keep your eyes and ears open.

disclosures:http://www.hechteffect.net/?page_id=31