Protecting clients from fraud, incompetence, and scams
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...
| Autor principal: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
Wiley
2010.
|
| Colección: | Wiley ebooks.
|
| Acceso en línea: | Conectar con la versión electrónica |
| Ver en Universidad de Navarra: | https://innopac.unav.es/record=b40606703*spi |
Tabla de Contenidos:
- 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.
