To:
All WFGIAAgents
From:
World Financial Group Insurance Agency, Inc.,
World Financial Group Insurance Agency of Hawaii, Inc.,
World Financial Group Insurance Agency of Massachusetts, Inc.,
WFG Insurance Agency of Puerto Rico, Inc., (collectively, WFGIA)
Date:
April 16, 2020
Subject:
Teleconferencing and Online Classroom
Hijacking during COVID-19 Pandemic
--------------------
BLOG ENTRY:
Do you work for WFG in California?
It's good to see World Financial Group treating client security as a top priority.
They have sent out an email to all of their agents with
security tips to help them during covid-19.
Read a PORTION of the email below:
Did you already know this stuff?
Have you seen the FBI link to warnings about teleconferencing?
END BLOG ENTRY:
--------------------------
-----------from WFG email....
We understand that with social distancing and shelter in place guidelines, virtual meetings using
applications, such as ZOOM, have become an integral part of your business.
To that end, we
wanted to provide some guidance about the use of Zoom in your business.
Security Requirements:
All Zoom meetings should have the security requirements, as described in the Boston FBI article
below:
https://www.fbi.gov/contact-us/field-offices/boston/news/press-releases/fbi-warns-ofteleconferencing-and-online-classroom-hijacking-during-covid-19-pandemic
Zoom Client Meetings:
Agents can conduct client Meetings using Zoom, however please note the following guidelines:
Do not record the meeting
Do not share any PII or client documents on the screen
Forward client statements or documents to the client through a secure portal or secure email
if you wish to discuss them with the client
If or when you make recommendations to the client, you should recap the meeting in an
email to him/her
To: All WFGIAAgents
From:
World Financial Group Insurance Agency, Inc.,
World Financial Group Insurance Agency of Hawaii, Inc.,
World Financial Group Insurance Agency of Massachusetts, Inc.,
WFG Insurance Agency of Puerto Rico, Inc., (collectively, WFGIA)
Date:
April 16, 2020
Subject:
Teleconferencing and Online Classroom
Hijacking during COVID-19 Pandemic
This blog entry has been created as an informational site
for WFG agents and their clients ONLY.
WFG;
World Financial Group Insurance Agency, Inc.,
has NOT sponsored, paid for, or endorsed this blog entry.
The logos you see are property and are a trademark
- TM of WFG - World Financial Group Insurance Agency, Inc.,
BLOG PREPARED BY:
George Ohan
Fresno, California
Fulton Film Company
Veteran Owned
https://fultonfilmcompany.com/contact
George & Heidi Ohan
Hollywood, California
04/29/2020
