Reportable Transactions & 419 Plans Litigation: Lance Wallach Life Insurance: Disability Insurance Litigation

Reportable Transactions & 419 Plans Litigation: Lance Wallach Life Insurance: Disability Insurance Litigation

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    Protecting Clients from Fraud, Incompetence and Scams
    Protecting Clients from Fraud, Incompetence and Scams
    by Lance Wallach
    9 Reviews

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    Every financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.

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    Overview

    Every financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.

    Filled with authoritative advice from financial expert Lance Wallach, Protecting Clients from Fraud, Incompetence, and Scams equips you as an accountant, attorney, or financial planner with the weaponry you need to detect bad investments before they happen and protect your clients' wealth—as well as your own.

    Sharp and savvy in its frank, often humorous, and authoritative examination of financial fraud and mismanagement, you'll learn about the dysfunctional sectors in the financial industry and:

    Protecting your retirement assets
    Asset protection basics
    Shifting the risk equation: insurance maneuvers
    Reevaluating existing insurance
    What financial advisors and insurance agents "forget" to tell their clients
    The truth about variable annuities
    What you must know about life settlements
    The smart way to approach college funding
    The news for the past two years has been filled with gloom and dangers: swindles, Bernie Madoff, rip-offs, and the collapse of Bear Stearns and Lehman Brothers. But the party's over, and with that era done, it's more important than ever for you to perform due diligence on all financial maneuvers affecting the money you oversee and provide your clients with assurance in the form of practical solutions for risk and asset management.

    A pragmatic blueprint for identifying trouble spots you can expect and immediately useful solutions, Protecting Clients from Fraud, Incompetence, and Scams equips you with the resources, strategies, and tools you need to effectively protect your clients from frauds and financial scammers.

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