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...

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Bibliographic Details

Main Author:	Wallach, Lance (Author)
Format:	Electronic eBook
Language:	English
Published:	Hoboken, New Jersey John Wiley & Sons, Inc. 2010
Subjects:	POLITICAL SCIENCE / Public Policy / Social Services & Welfare POLITICAL SCIENCE / Public Policy / Social Security Fraud / Prevention
Online Access:	FRO01 UBG01 Volltext
Summary:	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
Item Description:	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
Physical Description:	1 online resource (xv, 224 pages)
ISBN:	0470593911 1119198542 9780470593912 9781119198543