PRAISE FOR
SAFE & SECURE
As our country gracefully ages, we need to make sure to do all we can to protect the elderlyfrom their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call to help. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his own successful career both on and off the football field.
SANJAY GUPTA , Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent
As more and more of our citizens are reaching their senior years, it means an exploding marketplace for senior fraudsters. They are everywhere! This book is as essential to your financial safety as seat belts are in the car. Keep it handy every day!
SCOTT MILLER , CEO of Core Strategy Group
From helping us all recognize that were potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder financial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and make them less likely to be a victim.
THOMAS E. PRICE , MD, former Secretary of Health and Human Services and former member of US House of Representatives
Safe & Secure is both timely and astute. It addresses an insidious threat to one of the largest demographic populations in our society, one that most of us do not equate with vulnerability. Fran and Rick offer critical insights into the dehumanizing process that occurs when seniors are subjected to financial exploitation and how this often precedes psychological, physical, and even sexual abuse.
With so much of our contemporary popular cultures focus on the Millennial generation or Gen Y, it is all too easy to overlook the fact that our Traditionalist and Baby Boomer populaces are often considered soft targets for predators in our society.
Safe & Secure not only raises these issues and brings the problem of victimization into the plain light of day; it also delivers the essential tools and strategies for prevention. This is a must read for seniors but also for any of us. This generation deserves our collective esteem and respect, but more than anything, our vigilance in protecting their financial and personal security.
ANTHONY HORTON , author and DVP of Business Development at ADP, LLC
This book cannot be more timely or relevant to todays seniors. The importance of planning and choosing the right individual(s) to help seniors plan has become increasingly more difficult and Safe & Secure offers great advice! This book should be a must read for the entire family, those taking care of themselves, and those looking after seniors.
MARK WILLIAMS , President and CEO at Brokers International
Copyright 2019 by Fran Tarkenton and Rick Gossett
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CONTENTS
DISCLAIMER
T his publication contains the opinions and ideas of its authors. It is intended to provide helpful and informative material on the subject matter covered. It is sold with the understanding that the author and publisher are not engaged in rendering professional services in the book. The information provided is not intended as tax, investment, or legal advice, and should not be relied on as such. If the reader requires personal assistance or advice, you are encouraged to seek tax, investment, or legal advice from an independent professional advisor. The authors are not endorsed by or affiliated with the Social Security Administration or any government agency.
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INTRODUCTION
THE CRIME OF THE TWENTY-FIRST CENTURYELDER FINANCIAL ABUSE
INTRODUCTION
THE CRIME OF THE TWENTY-FIRST CENTURYELDER FINANCIAL ABUSE
With good reason, financial elder abuse has been characterized by some experts as the crime of the