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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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EPCOR Utilities Inc: Modernizing Alberta's Electricity System
Joel Gehman; Jennifer Keith; Chelsey McLeod; Jolene Proulx; Leanne HedbergCase IVEY-9B18M109-EStrategyIn 2010, EPCOR Utility Inc.’s application to implement new metering technologies was denied by the Alberta Utilities Commission. By 2014, however, several key changes had taken place in regulations and in the cost of smart meters. With another application to the Alberta Utilities Commission due in just four months, the director at EPCOR Utility Inc. was contemplating several options, all of which involved carefully considering the interests of ma...Starting at €8.20