Protecting clients from fraud, incompetence, and scams:
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...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
2010
|
| Schlagworte: | |
| Online-Zugang: | FRO01 UBG01 URL des Erstveröffentlichers |
| Zusammenfassung: | 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 |
| Beschreibung: | 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 |
| Beschreibung: | 1 online resource (xv, 224 pages) |
| ISBN: | 0470593911 1119198542 9780470593912 9781119198543 |
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| 500 | |a 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 | ||
| 520 | |a 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 | ||
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Datensatz im Suchindex
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| author | Wallach, Lance |
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| dewey-full | 362.88 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 362 - Social problems and services to groups |
| dewey-raw | 362.88 |
| dewey-search | 362.88 |
| dewey-sort | 3362.88 |
| dewey-tens | 360 - Social problems and services; associations |
| discipline | Soziologie |
| format | Electronic eBook |
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| id | DE-604.BV043861447 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:37:01Z |
| institution | BVB |
| isbn | 0470593911 1119198542 9780470593912 9781119198543 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-029271524 |
| oclc_num | 607552728 852524420 |
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| owner | DE-861 |
| owner_facet | DE-861 |
| physical | 1 online resource (xv, 224 pages) |
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| publishDate | 2010 |
| publishDateSearch | 2010 |
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| publisher | John Wiley & Sons, Inc. |
| record_format | marc |
| spelling | Wallach, Lance Verfasser aut Protecting clients from fraud, incompetence, and scams Lance Wallach Hoboken, New Jersey John Wiley & Sons, Inc. 2010 1 online resource (xv, 224 pages) txt rdacontent c rdamedia cr rdacarrier 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 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 POLITICAL SCIENCE / Public Policy / Social Services & Welfare bisacsh POLITICAL SCIENCE / Public Policy / Social Security bisacsh Fraud / Prevention fast Fraud / Prevention Erscheint auch als Druckausgabe 978-0-470-53974-3 https://onlinelibrary.wiley.com/doi/book/10.1002/9781119198543 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Wallach, Lance Protecting clients from fraud, incompetence, and scams POLITICAL SCIENCE / Public Policy / Social Services & Welfare bisacsh POLITICAL SCIENCE / Public Policy / Social Security bisacsh Fraud / Prevention fast Fraud / Prevention |
| title | Protecting clients from fraud, incompetence, and scams |
| title_auth | Protecting clients from fraud, incompetence, and scams |
| title_exact_search | Protecting clients from fraud, incompetence, and scams |
| title_full | Protecting clients from fraud, incompetence, and scams Lance Wallach |
| title_fullStr | Protecting clients from fraud, incompetence, and scams Lance Wallach |
| title_full_unstemmed | Protecting clients from fraud, incompetence, and scams Lance Wallach |
| title_short | Protecting clients from fraud, incompetence, and scams |
| title_sort | protecting clients from fraud incompetence and scams |
| topic | POLITICAL SCIENCE / Public Policy / Social Services & Welfare bisacsh POLITICAL SCIENCE / Public Policy / Social Security bisacsh Fraud / Prevention fast Fraud / Prevention |
| topic_facet | POLITICAL SCIENCE / Public Policy / Social Services & Welfare POLITICAL SCIENCE / Public Policy / Social Security Fraud / Prevention |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781119198543 |
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