Protecting clients from fraud, incompetence, and scams / Lance Wallach.
Material type: TextPublication details: Hoboken, N.J. : Wiley, c2010.Description: xv, 224 p. ; 24 cmISBN:- 0470539747 (cloth)
- 362.88 22
- HV6691 .W35 2010
Item type | Current library | Home library | Collection | Call number | Copy number | Status | Date due | Barcode | Item holds | |
---|---|---|---|---|---|---|---|---|---|---|
Books | BUFT Library | BUFT Library | Non-fiction | 362.88 W1871p 2010 (Browse shelf(Opens below)) | C-1 | Available | 2012-0174 | |||
Books | BUFT Library | BUFT Library | Non-fiction | 362.88 W1871p 2010 (Browse shelf(Opens below)) | C-2 | Available | 2012-0175 |
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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