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Product cover image for High-Impact Wealth Management: Jenny and Andrew Confront Mortality

High-Impact Wealth Management: Jenny and Andrew Confront Mortality

Chuck Grace; Paige Addesi;Matt Lord

Product #:9B16N043
Supplier:Ivey
Discipline:Finance
Setting:Canada, 2016
Details:Case (PDF) • 8 pages • 2016-08-25 (Rev: 2016-11-22)

Subjects:

Finance and investing

Industries:

Financial service sector

Geography:

CanadaNorth America
Your Price:$9.71

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The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to
9B16N044.

Learning Objectives

The case entitled “Jenny and Andrew Confront Mortality” specifically addresses item 6 on the list of “common-cents” strategies: avoid catastrophic risk—risk that would impede your wealth—by acquiring insurance for unforeseeable events that cannot be self-insured and that would decimate your wealth.
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Case Study: High-Impact Wealth Management: Jenny and Andrew Confront Mortality (English version) | Ivey Publishing