Brad Rendulic Brad Rendulic

Three Unclaimed Property Letters Your Client May Send Your SALT Practice, and What to Do with Each

Not every unclaimed property letter means the same thing. A state outreach notice, a due diligence letter from a holder, and a solicitation from a finder each call for a different response, and only one of them needs real scrutiny. Here’s a practical guide to telling them apart, verifying what you can about the property, and evaluating the sender before your client signs anything.

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Brad Rendulic Brad Rendulic

When Lost Financial Assets Become a Customer Retention Opportunity

For banks, insurers and investment firms, some recovered money belongs to the institution and some belongs to customers. See how financial asset recovery returns funds to the balance sheet, reconnects customers with money they did not know was missing, and strengthens the relationship.

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