Lance's Newest Book!
Protecting Clients from Fraud, Incompetence and Scams
by "Lance Wallach"
Protecting Clients from Fraud, Incompetence and Scams
by "Lance Wallach"
| Lance's New Book! Protecting Clients from Fraud, Incompetence and Scams by "Lance Wallach" Protect your clients – and yourself – 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 – 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. |
* 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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"Lance Wallach", CLU, ChFC, speaks and writes extensively about "financial planning", "retirement plans",
and "tax reduction strategies". He is an American Institute of CPAs' course developer and instructor and
has authored numerous best selling books about "abusive tax shelters", IRS crackdowns and attacks and
other "tax problems". He speaks at more than 20 national conventions annually and writes for more than
50 national publications.
For more information and additional articles on these subjects, visit www.vebaplan.com, www.taxlibrary.us,
www.taxadvisorexperts.com or call The "Tax Resolution" Offices of "Lance Wallach" at 516-938-5007, or
email him at WallachInc@gmail.com.
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| TaxAudit419.com Lawyer4audits.com VebaPlan.org Taxlibrary.us The Lance Wallach Network Follow me on facebook and twitter Copyright (C) 2010 - Lance Wallach |
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:
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: