There are many different types of letters that can be sent to a customer to re-establish contact and prevent their assets from being escheated to the state. Hear industry experts explain the various types of letters and the circumstances when they may be utilized.
In-depth information on due diligence letters will be covered, as well as tips to increase the response rates to your letters.
Moderator:
Pamela Wentz, National Practice Lead Unclaimed Property Consulting, GeorgesonSpeakers:
Dana Terry, Unclaimed Property Consulting Director, GeorgesonMeghan Hartley, Unclaimed Property Consulting Manager, Georgeson
Verna Bright, Supervisor Holder Reporting and Education, Texas Comptroller of Public Accounts
One (1) CPE credit is available to attendees of the live version.