Protecting clients from fraud, incompetence, and scams /
Lance Wallach.
- New Jersey : John Wiley & Sons, 2010.
- xv, 224 p.: 24 cm.
Includes index
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.