| Nielsonlar Insurance: Replacing a Life Insurance Plan - Teaching note |
| 作者姓名：Norma Nielson; Larry Wood; |
| | 商品編號：8B16N057 |
| 出版日期：2016/09/29 | 內容長度：13 頁 |
Teaching note for product 9B16N057.
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| Nielsonlar Insurance: Replacing a Life Insurance Plan |
| 作者姓名：Norma Nielson; Larry Wood; |
| 商品類型：Case (Field) | 商品編號：9B16N057 |
| 出版日期：2016/09/29 | 內容長度：17 頁 |
In 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 Limited .....more
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