|
" Protecting clients from fraud, incompetence, and scams / "
Lance Wallach.
| Document Type
|
:
|
BL
|
| Record Number
|
:
|
1016679
|
| Doc. No
|
:
|
b771049
|
| Main Entry
|
:
|
Wallach, Lance.
|
| Title & Author
|
:
|
Protecting clients from fraud, incompetence, and scams /\ Lance Wallach.
|
| Publication Statement
|
:
|
Hoboken, N.J. :: Wiley,, ©2010.
|
| Page. NO
|
:
|
1 online resource (xv, 224 pages)
|
| ISBN
|
:
|
0470593911
|
|
|
:
|
: 1119198542
|
|
|
:
|
: 6612550732
|
|
|
:
|
: 9780470593912
|
|
|
:
|
: 9781119198543
|
|
|
:
|
: 9786612550737
|
|
|
:
|
0470539747
|
|
|
:
|
9780470539743
|
| Contents
|
:
|
Meltdown -- Everyone needs a family office -- Protect your (retirement) assets -- How much did you lose last year? -- Self-defense -- Asset protection basics -- Shifting the risk equation : insurance maneuvers -- Reevaluating existing insurance -- What financial advisors "forget" to tell their clients -- The truth about variable annuities -- What life insurance agents "forget" to tell their clients -- What you must know about life settlements -- What health insurance agents "forget" to tell their clients? -- College funding strategies and solutions -- Two alternative investments for financial independence -- Avoiding fraud : small business case study.
|
| Abstract
|
:
|
Protect your clients â€" and yourself â€" from all kinds of financial chicanery and stupidity with this vital new book. It doesn't matter if a financial error was made because of malice or ignorance â€" the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book.: Pinpoints dysfunctional sector.
|
| Subject
|
:
|
Fraud-- Prevention.
|
| Subject
|
:
|
Fraud-- Prevention.
|
| Subject
|
:
|
POLITICAL SCIENCE-- Public Policy-- Social Security.
|
| Subject
|
:
|
POLITICAL SCIENCE-- Public Policy-- Social Services Welfare.
|
| Dewey Classification
|
:
|
362.88
|
| LC Classification
|
:
|
HV6691.W35 2010eb
|
| |