Library of American University of Madaba
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Wallach, Lance.
Protecting clients from fraud, incompetence, and scams / Lance Wallach. - Hoboken, N.J. : Wiley, 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.
9780470539743 (cloth) 0470539747 (cloth)
Fraud--Prevention.
HV6691
362.88 / W195
Protecting clients from fraud, incompetence, and scams / Lance Wallach. - Hoboken, N.J. : Wiley, 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.
9780470539743 (cloth) 0470539747 (cloth)
Fraud--Prevention.
HV6691
362.88 / W195