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Protecting clients from fraud, incompetence, and scams /

by Wallach, Lance.
Published by : Wiley, (Hoboken, N.J. :) Physical details: xv, 224 p. ; 24 cm. ISBN: 0470539747 Subject(s): Fraud %Prevention. Year: 2010
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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.

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