Protecting clients from fraud, incompetence, and scams / Lance Wallach.

By: Material type: TextTextPublication details: New Jersey : John Wiley & Sons, 2010.Description: xv, 224 p; 24 cmContent type:
  • Text
Media type:
  • Unmediated
Carrier type:
  • Volume
ISBN:
  • 978-0-470-53974-3
Subject(s): LOC classification:
  • 362.88 W15p
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.
Summary: 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.
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Holdings
Item type Current library Call number Status Barcode
Books Books FEU - Cavite Higher Education HED Library 362.88 W15p (Browse shelf(Opens below)) Available HED1384

Includes index

English

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 -- 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.

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