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Protecting clients from fraud, incompetence, and scams / Lance Wallach.

By: Material type: TextTextPublication details: Hoboken, N.J. : Wiley, c2010.Description: xv, 224 p. ; 24 cmISBN:
  • 0470539747 (cloth)
Subject(s): DDC classification:
  • 362.88 22
LOC classification:
  • HV6691 .W35 2010
Contents:
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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Holdings
Item type Current library Home library Collection Call number Copy number Status Date due Barcode Item holds
Books Books BUFT Library BUFT Library Non-fiction 362.88 W1871p 2010 (Browse shelf(Opens below)) C-1 Available 2012-0174
Books Books BUFT Library BUFT Library Non-fiction 362.88 W1871p 2010 (Browse shelf(Opens below)) C-2 Available 2012-0175
Total holds: 0

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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