Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
FTC report on scams and older adults
The Federal Trade Commission has released its annual report to Congress on the Commission’s recent efforts to protect older adults.
This year’s report describes new scam and fraud trends, FTC cases and rulemakings impacting older adults, and updates on its Pass It On and other outreach programs.
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