Protecting clients from fraud, incompetence, and scams
By: Lance Wallach.
Publisher: Wiley
Published: 2010
Place of publication: Hoboken, N.J
Language: eng
Number of pages: 224
ISBN-13: 9780470539743
Subjects: Fraud -- Prevention
Notes: Includes index.
Table of contents: title: Meltdown; title: Everyone needs a family office; title: Protect your (retirement) assets!; title: How much did you lose last year?; title: Self-defense; title: Asset protection basics; title: Shifting the risk equation : insurance maneuvers; title: Reevaluating existing insurance; title: What financial advisors "forget" to tell their clients; title: What life insurance agents "forget" to tell their clients; title: What you must know about life settlements; title: What health insurance agents "forget" to tell their clients?; title: College funding strategies and solutions; title: Alternative investments for financial independence; title: Avoiding fraud : small business case study.