Financial Partners

Fraud Defense for Your Clients & Members

Awareness isn’t protection. Action is.

Your clients and members have been warned about scams many times, and plenty of them still get caught. Knowing about fraud and acting on that knowledge are two different things. Think Twice helps your clients resist fraud even under pressure, when it actually counts.

Schedule a Call
The Problem

Fraud is reaching your clients at every age.

73% of U.S. Adults

have experienced an online scam or attack.

Pew Research Center, 2025
Up to $196 billion

is the FTC’s estimate of what fraud may have cost Americans in 2024, once unreported losses are counted.

Federal Trade Commission
$4.9 billion

was lost by adults 60 and older in 2024, up 43% from the year before.

FBI IC3, 2024

Investment fraud is the largest loss category by dollars. The assets your clients have spent decades building are exactly what scammers are after. The damage also goes beyond money: victims and their families suffer emotional and psychological harm too.

Our Approach

Knowing isn’t the same as resisting.

Typical fraud education hands people a list of current scams and a warning to “be careful.” It’s dense, easy to forget, and it falls apart when a story feels real.

Think Twice works differently. We teach the psychology and tactics criminals use, help each person see their own blind spots and vulnerable moments, and give them practical steps for before, during and after a scam. The program is built to hold up under pressure, because that’s when the decision gets made.

What Participants Gain

  • Know what lowers your defenses—and recognize when you’re in that state
  • See the patterns scammers rely on and spot them as they unfold
  • Implement practical, concrete defenses that reduce your financial risk
  • Know exactly what to do if a scam happens—and where to get free support
For Your Organization

What your organization gains.

  • Relevant across your whole base. From first accounts into retirement — not just older customers and members. Fraud reaches every age group you serve.
  • Safety & trust. Protected customers and members mean fewer fraud incidents and position your institution as actively investing in their well-being.
  • Trust that goes beyond. It shows clients you’re actively investing in their well-being and their families’.
How It’s Delivered

Live, interactive, and measured.

Facilitator-led

Trained facilitators deliver it in person or live on Zoom, designed for mixed-age adult groups.

Interactive

In-person sessions use table discussions and Zoom sessions use live polls. Either way, clients work through real scenarios.

Measured

Anonymous surveys right after each session, with follow-up check-ins.

A self-paced digital version is in development.

Let’s Work Together

Bring Think Twice to your clients.

  1. A short call to understand your client or member base
  2. Choose a format: in person or Zoom
  3. Schedule your first client session
Schedule a Call
Scheduling link coming soon