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Lincoln Investment's Commitment to Elder Abuse Awareness

On June 15, 2025, the global community unites to observe World Elder Abuse Awareness Day, a day dedicated to enhancing understanding of the abuse and neglect faced by older individuals. This important initiative was introduced by the International Network for the Prevention of Elder Abuse and supported by the World Health Organization. Recognizing the gravity of this issue, Lincoln Investment is stepping forward to raise awareness and provide essential resources that can help safeguard the financial well-being of seniors.

Understanding the Importance of Awareness

Statistics reveal a troubling reality: a significant number of elderly individuals fall victim to financial fraud, losing billions annually due to manipulation by unscrupulous individuals. According to Nancy Heffner, Vice President and Deputy Chief Compliance Officer at Lincoln Investment, education is a powerful tool in combating this trend. She emphasizes that understanding common scams and tricks can empower senior investors to recognize warning signs and avoid potential pitfalls.

The day serves not only as a reminder of the necessity to protect vulnerable adults but also as an opportunity for financial professionals to engage in meaningful discussions with their clients, focusing on preventing fraud and exploitation. Lincoln Investment is dedicated to educating its financial professionals about the various protective measures available to clients,
holding workshops and creating informative materials.

Trusted Contact Person Program

In an effort to mitigate the risk of financial exploitation, Lincoln Investment advocates for the establishment of a Trusted Contact Person (TCP). This initiative encourages clients to designate a trusted individual who can be contacted regarding their financial accounts in case of suspicious activity or concerns. The TCP plays a crucial role in safeguarding clients by providing another layer of protection, ensuring that someone is watching out for any unusual changes in financial behavior.

Resources have been released by Lincoln, including educational videos and flyers, to guide financial professionals on how to introduce these concepts to clients effectively. Heffner believes that the implementation of a TCP not only helps to prevent potential fraud but also strengthens the client-advisor relationship.

Commitment to Training and Resources

Lincoln Investment is also committed to training its associates to identify and report any signs of financial exploitation targeting elderly and vulnerable adult investors. By equipping their professionals with the necessary skills and knowledge, the firm aims to build a robust defense against these crimes.

Additionally, ongoing training ensures that all employees are proactive in monitoring and protecting clients' interests, thereby reinforcing Lincoln's dedication to integrity and service.

Conclusion

As we approach June 15, let us acknowledge the significant impact of World Elder Abuse Awareness Day. Lincoln Investment's initiatives and resources exemplify a commitment to safeguarding the elderly against financial fraud and exploitation. Through education, open dialogue, and the implementation of protective measures like the Trusted Contact Person program, the organization is paving the way toward a safer financial future for senior citizens. Lincoln Investment invites everyone to join in the effort to raise awareness and promote understanding of these issues. For more information, please reach out to contact@lincolninvestment.com.

In conclusion, by working together and emphasizing education, awareness, and protocols, we can combat the evils of elder abuse and ensure a secure progressive future for our seniors.