03083nam 2200565Ia 450 991014061810332120170816112246.01-119-19854-20-470-59392-X1-282-55073-X97866125507370-470-59391-1(CKB)2670000000009626(EBL)487712(OCoLC)607552728(SSID)ssj0000364842(PQKBManifestationID)12107555(PQKBTitleCode)TC0000364842(PQKBWorkID)10398294(PQKB)11591701(MiAaPQ)EBC487712(EXLCZ)99267000000000962620090911d2010 uy 0engur|n|---|||||txtccrProtecting clients from fraud, incompetence, and scams[electronic resource] /Lance WallachHoboken, N.J. Wileyc20101 online resource (243 p.)Includes index.0-470-53974-7 Protecting Clients from Fraud, Incompetence and Scams; Contents; Acknowledgments; Introduction; Chapter 1: Meltdown; Chapter 2: Everyone Needs a Family Office; Chapter 3: Protect Your (Retirement) Assets; Chapter 4: How Much Did You Lose Last Year?; Chapter 5: Self-Defense; Chapter 6: Asset Protection Basics; Chapter 7: Shifting the Risk Equation-Insurance Maneuvers; Chapter 8: Reevaluating Existing Insurance; Chapter 9: What Financial Advisors "Forget" to Tell Their Clients; Chapter 10: The Truth About Variable Annuities; Chapter 11: What Life Insurance Agents "Forget" to Tell Their ClientsChapter 12: What You Must Know About Life SettlementsChapter 13: What Health Insurance Agents "Forget" to Tell Their Clients; Chapter 14: College Funding Strategies and Solutions; Chapter 15: Two Alternative Investments for Financial Independence; Chapter 16: Avoiding Fraud: Small Business Case Study; Appendix A: Best of the Best Appendix; Epilogue; About the Author; About the Contributors; Index Protect your clients - and yourself - 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 - 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 bookPinpoiFraudPreventionDeceptionElectronic books.FraudPrevention.Deception.362.88Wallach Lance932828MiAaPQMiAaPQMiAaPQBOOK9910140618103321Protecting clients from fraud, incompetence, and scams2099611UNINA