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Under Siege: The Looming Cyber Threat Over Advisors, Affluent Clients, and Insurance Agencies

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Includes a Live Web Event on 12/11/2024 at 12:00 PM (MST)

The #1 financial risk to an SME in for the last three years according to Allianz’s recent risk study is Cyber Crime. The attacks are getting more complicated and the with more frequency than in the history of cyber- crime. In that same time, the technology and tools are drowning business leaders in features and starving them for benefits. During our time, We’ll look at the top cyber-crimes in the industry today, how they are impacting you and your customers, and the top cyber secrets to severely lower the risk of an attack and the overall impact of a breach.


  • Attendee will get an understanding of the financial impact of not addressing cyber crimes
  • Attendee will learn how cyber-crime has changed in 2024 and how to spot them
  • Attendee will learn what Not To Do when trying to protect themselves or customers from cyber crimes
  • Attendee will learn Top Cyber Secrets to lowering their risk of an attack and the impact if/when one occurs

Daniel Metcalf

Co-Founder

CyberFin

He’s the self-proclaimed “Geek” at CyberFin. Daniel loves to solve business challenges with technology. With 20 years’ experience in the tech space and the last 7 years providing cyber services to Financial Services organizations and their customers, Daniel knows the importance of cyber security protection. Daniel says he has the best job at the company, combining his passion for technology and education in his quest to eliminate cybercrimes and regulation fines in the SMB space.

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Under Siege: The Looming Cyber Threat Over Insurance Agencies
12/11/2024 at 12:00 PM (MST)  |  60 minutes
12/11/2024 at 12:00 PM (MST)  |  60 minutes The largest financial risk to an insurance agency in 2024 according to Allianz’s recent risk study is Cyber Crime. The attacks are getting more complicated and the with more frequency than in the history of cyber- crime. In that same time, the technology and tools are drowning business leaders in features and starving them for benefits. During our time, we’ll look at the top cyber-crimes in the industry today, how they are impacting you and your customers, and the top cyber secrets to severely lower the risk of an attack and the overall impact of a breach.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available