Protecting clients from fraud, incompetence, and scams

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Last edited by MARC Bot
March 7, 2023 | History

Protecting clients from fraud, incompetence, and scams

  • 0 Ratings
  • 1 Want to read
  • 0 Currently reading
  • 0 Have read

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Publish Date
Publisher
Wiley
Language
English
Pages
224

Buy this book

Previews available in: English

Edition Availability
Cover of: Protecting Clients from Fraud, Incompetence and Scams
Protecting Clients from Fraud, Incompetence and Scams
2016, Wiley & Sons, Limited, John
in English
Cover of: Protecting clients from fraud, incompetence, and scams
Protecting clients from fraud, incompetence, and scams
2010, Wiley
in English
Cover of: Protecting Clients from Fraud, Incompetence and Scams
Protecting Clients from Fraud, Incompetence and Scams
2010, Wiley & Sons, Incorporated, John
in English
Cover of: Protecting Clients from Fraud, Incompetence and Scams
Protecting Clients from Fraud, Incompetence and Scams
2010, Wiley & Sons, Incorporated, John
in English
Cover of: Protecting Clients from Fraud, Incompetence and Scams
Protecting Clients from Fraud, Incompetence and Scams
2010, Wiley & Sons, Incorporated, John
in English
Cover of: Protecting Clients from Fraud, Incompetence and Scams
Protecting Clients from Fraud, Incompetence and Scams
2010, Wiley & Sons, Incorporated, John
in English

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Book Details


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
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
Alternative investments for financial independence
Avoiding fraud : small business case study.

Edition Notes

Includes index.

Published in
Hoboken, N.J

Classifications

Dewey Decimal Class
362.88
Library of Congress
HV6691 .W35 2010, HV6691.W35 2010

The Physical Object

Pagination
p. cm.
Number of pages
224

ID Numbers

Open Library
OL23713242M
Internet Archive
protectingclient00wall
ISBN 13
9780470539743
LCCN
2009037068
OCLC/WorldCat
430830551

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History

Download catalog record: RDF / JSON / OPDS | Wikipedia citation
March 7, 2023 Edited by MARC Bot import existing book
December 25, 2022 Edited by MARC Bot import existing book
October 4, 2021 Edited by ImportBot import existing book
December 23, 2020 Edited by MARC Bot import existing book
September 18, 2009 Created by ImportBot Imported from Library of Congress MARC record