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Nielsonlar Insurance: Replacing a Life Insurance Plan
Norma Nielson; Larry WoodCase IVEY-9B16N057-EEntrepreneurship, FinanceIn 2003, a financial planner in Calgary started working with the owner of Oilfield Welding Limited to provide employee benefits to the owner and his staff. Initially, the owner wanted to save for retirement by reinvesting all of his surplus earnings back into the business. However, he appreciated the potential creditor-proofing of life insurance and established a small retirement savings opportunity using life insurance. When Oilfield Welding Lim...Starting at €8.20
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Professor Pettigrew's Retirement Decision
Norma Nielson; Lisa SurmonCase IVEY-9B13N002-EFinanceThis case examines retirement and pension-related decisions from a financial perspective, using the example of a university professor, Dr. Carl Pettigrew. Dr. Pettigrew has a comprehensive pension plan through his employer, but needs to take into consideration his obligations to his ex-spouse and his existing life insurance policy. Due to all of the different elements under consideration, the case represents a moderately complex situation for the...Starting at €8.20
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Implementation of a New Country-Wide Social Safety-Net Program: The Jamaica PATH Program Part A
Boatright Wilson, JulieCase HBS-KS1164-EIn 2002 the Jamaican government redesigned its social safety net programs for children and the elderly. Their goal was to simplify and better target support to those individuals most in need. This case examines the new design for the PATH program, a conditional cash transfer program that rewarded mothers for getting the recommended well-child healthcare for their children and for sending their children to school regularly. The program design is c...Starting at €8.20
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Implementation of a New Country-Wide Social Safety-Net Program: The Jamaica PATH Program, Epilogue
Boatright Wilson, JulieCase HBS-KS1225-EThis epilogue accompanies Case Number 2058.0, "Implementation of a New Country-Wide Social Safety-Net Program: The Jamaica PATH Program." In 2002 the Jamaican government redesigned its social safety net programs for children and the elderly. Their goal was to simplify and better target support to those individuals most in need. This case examines the new design for the PATH program, a conditional cash transfer program that rewarded mothers for ge...Starting at €8.20
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Implementation of a New Country-Wide Social Safety-Net Program: The Jamaica PATH Program, Teaching Note
Boatright Wilson, Julie; Murphy, Christina E.Teaching Note HBS-KS1271-ETeaching note for case KS1164 and KS1225.Starting at €0.00