rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Protecting clients from fraud, incompetence, and scams
  name:
    name part: Wallach, Lance.
    role:
      role term: creator
  type of resource: text
  origin info:
    place:
      place term: nju
    place:
      place term: Hoboken, N.J
    publisher: Wiley
    date issued: ©2010
    date issued: 2010
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource (xv, 224 pages)
  abstract: Protect your clients â€" and yourself â€" from all kinds of financial chicanery and stupidity with this vital new book. It doesn't matter if a financial error was made because of malice or ignorance â€" the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book.: Pinpoints dysfunctional sector.
  table of 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.
  note: Lance Wallach.
  subject:
    geographic code: n-us---
  subject:
    topic: Fraud
    topic: Prevention
  classification: HV6691 .W35 2010eb
  classification: 362.88
  related item:
    title info:
      title: Protecting clients from fraud, incompetence, and scams
    name:
      name part: Wallach, Lance.
    origin info:
      publisher: Hoboken, N.J. : Wiley, ©2010
    identifier: (DLC) 2009037068
  identifier: 9780470593912
  identifier: 0470593911
  identifier: 9781119198543
  identifier: 1119198542
  identifier: 9786612550737
  identifier: 6612550732
  identifier: 9780470539743
  identifier: 0470539747
  identifier: 255073 MIL
  identifier: http://proxy.library.tamu.edu/login
  record info:
    record content source: NhCcYBP
    record creation date: 100416
    record change date: 20260214232747.7
    record identifier: in00004684369
    language of cataloging:
      language term: eng