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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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Comfort Remote Site Services Ltd.
Elizabeth M.A. Grasby; Jimmy WangCase IVEY-9B18M105-EStrategyComfort Remote Site Services Ltd. (Comfort) was a remote-site food service company based in Oakville, Ontario. The chairman and chief executive officer (CEO) of Comfort was preparing a bid for the catering, housekeeping, and janitorial services for the Gregory Mine, an iron ore mine owned by Yellowstone Mining and located 320 kilometres north of Yukon, Canada. The remote food services industry involved a highly competitive bidding (often closed) ...Starting at €8.20
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Lockbox Social Inc.: Status Quo or SEO
Elizabeth M.A. Grasby; Jimmy WangCase IVEY-9B17B017-EAccounting and Control, EntrepreneurshipIn July 2016, the founder and president of Lockbox Social Inc., an American social media management company for real estate agents, was contemplating whether to offer search engine optimization (SEO) as a new product. He needed to decide whether to pivot his business to pursue SEO exclusively, include SEO with the current product mix, or stay with the status quo and reconsider SEO at a later date. How would the two products—social media managemen...Starting at €8.20