學門類別
最新個案
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Jenny and Andrew Face Mortality
內容大綱
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 <br>9B16N044.
學習目標
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.