TY  - BOOK
AU  - Wallach, Lance
TI  - Protecting clients from fraud, incompetence, and scams
SN  - 978-0-470-53974-3
AV  - 362.88 W15p 
PY  - 2010///
CY  - New Jersey
PB  - John Wiley & Sons
KW  - Fraud-prevention
N1  - 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
N2  - 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
ER  -