Case-Study Digitalised Repository (CDR)
Real world business scenarios for the classroom
Teaching cases at the Management and Leadership Case Study Centre, Universiti Utara Malaysia, allow students to tackle real-world challenges, honing their skills for the workplace. Specializing in emerging markets, the center aims to increase digital access and usage of its case studies globally, benefiting both local and international educators.
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http://cdr.uum.edu.my/jspui/handle/123456789/130| Title: | Which is a better option for Madam Tan: Life Insurance or Fixed Deposit? |
| Authors: | Lim, Chee Chee |
| Keywords: | Seminar in Banking;Financial Management;Personal Finance;Seminar in Finance;Life and Health Insurance;Seminar in Risk Management and Insurance |
| Issue Date: | 2021 |
| Abstract: | This teaching case is about financial planning. It illustrates how a licensed financial planner called Michael (the case protagonist) provides professional advice to a client, Madam Tan, a matured woman (aged 55 years old) who has no professional or specialized knowledge in financial planning. The client has a big sum of money (RM50,000) but she is not sure whether she would be better off by purchasing a new life insurance policy to replace the endowment policy which has matured recently or by keeping the money as fixed deposit in bank. The licensed financial planner will provide professional advice to the client to help her make decision that in line with her need for protection or wealth accumulation. |
| URI: | http://cdr.uum.edu.my/jspui/handle/123456789/130 |
| Payment Link: | http://epay.uum.edu.my/go.php?billcode=CDRCASE&productid=TC195-1 |
| Appears in Collections: | Cases in CDR |
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