Identity Theft (part 2)

Identity Theft (part 2)

You might not realize all the ways someone can steal your identity, like Employment and Tax-Related Fraud, Credit Card Fraud, Phone and Utilities Fraud, Bank Fraud, Loan and Lease Fraud, Government Documents and Benefits Fraud. Then there are things like the 2017 Equifax Data Breach, where 143 million Americans (about 40% of the population) had personal, sensitive information exposed. What if something like that happens again – to YOU?

We weren’t about to take it lying down, we decided to do something about it. We were to be proactive and find the best protection available for us, our family – and our Bertram Financial family including you!

First, We’ve created a 10-step checklist for you to go through that will lower your chances of having your identity stolen. Most of these suggestions are easy to set up and are a great first step to protecting your identity from would-be thieves. We suggest implementing them as soon as you can. We have shared things like this before, and while important, we wanted to take it to the next level.

So second, we highly recommend you get Identity Theft Protection. Having the right protection not only gives you peace of mind, it also decreases your chances of becoming a victim. And if your identity is stolen anyway, it will make you whole again.

We looked at a number of factors, such as level of protection offered, services provided, and level of customer service. Far and away, the company with everything we want is IDShield. We like IDShield’s program so much better than others on the market because they allow us to customize a program for you that offers…

  • Private Investigators

  • Licensed private investigators working on your behalf to fully restore your life to how it was before your identity was stolen. You won’t be out the money or time you would be without this protection.
  • Extensive Monitoring

  • The most extensive monitoring in the industry, including the three major credit bureaus, your username/password credentials, sex offender monitoring and alerts, and much more.

  • $1 Million Insurance (3 Bureau Option)

  • Substantial coverage of costs incurred as a result of stolen identity, including unauthorized electronic funds transfer and possible lost wages.

Identity Theft (part 2): IDShield offers the highest level of services and protection of any company we looked at and we were able to negotiate special pricing. More Details here

Michelle Bertram and Beverly Bertram are financial advisors living in Mineral Point WI and serving the surrounding communities. Michelle Bertram does financial planning for retirees along with business consulting. Beverly Bertram specializes in retirement planning and income planning for her clients. Michelle Bertram and Beverly Bertram are authors of the book, Creating You DREAM Retirement and creators of the DREAM Retirement Process. Serving Madison WI, Verona WI, Mount Horeb WI, Barneveld WI, Dodgeville WI, Dubuque IA, Platteville WI, Lancaster WI, Cuba City WI, Fennimore WI, Darlington WI, Monroe WI, Spring Green WI, Black Earth WI and beyond

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