case study 25 years old
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8/16/2019 Case Study 25 Years Old
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Case Study25 YEAR-OLD MALE
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Case EPPM
Patient EPPM is a 25 year-old male, single,Born-again C ristian, go!ernment o"#e$or%er, &orn on 'anuary (5, ()*+ at La
rinidad, Benguet, #urrently residing at
A&atan, Buguias, BenguetAdmitted to SL.-/S/ 0or t e 1rst time dueto A#ute astroenteritis
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C ie0 Com3laint
4n#ome and sa!ings loss due to si#%ness
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/istory o0 Present Com3laint
days P A, e $as out $it is 0riends at aresort at Asin, u&a, Benguet ey ad grilledmeat and !egeta&les 0or lun# $it !arious0res 0ruits on t e side ey also ad kilawenas pulutan ey returned to t eir res3e#ti!e
omes a0ter t eir outingOn t e nig t o0 t eir outing, EPPM e63erien#edse!ere a&dominal 3ain 7*8(9: $it !omiting7 6: and LBM 726, (99mL:
is 3rom3ted #onsult
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Past ;inan#ial /istory
Prior to t e admission, EPPM ad &een a&leto #ontinuously sa!e around P/P 2,999mont ly in a lo#al sa!ings &an%, sin#e estarted $or%ing at age 22
e rest o0 is salary goes to el3ing isyounger si&ling in s# ool
/e &uys and sells gadgets to augment isregular in#ome
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Past ;inan#ial /istory
EPPM as PA -4B4 and S4S mem&ers i3,along $it P il/ealt #o!erageBeen loo%ing 0or in!estment o3tions $ ere
e #ould get ig er returns 0or is sa!ings
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Past ;inan#ial /istory
Currently, e as limited %no$ledge a&outis o3tions
/e $as o<ered to in!est in an insuran#e#or3oration
t in%ing t e #om3any $as t e same as =3re-need>, e de#lined t e o<er
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Re#ommendation
A0ter settling is medi#al &ills and anyoutstanding de&ts to$ards is #olleagues7i0 any:, EPPM may # oose to in!est in aS3e#ial Sa!ings Plan 7SSP: t roug a li0e
insuran#e #om3anySSPs a!e t e 3otential to generate ?-*9@
annual interest, de3ending on is # oi#eo0 in!estment 0und
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Re#ommendations
At P/P (,5(( mont ly/e as an assured sum o0 money in#ases o0 total 3ermanent disa&ility due tosi#%ness or a##ident 7P/P )9,999:
Reim&ursa&le amount o0 P/P (,999 tode0ray #osts o0 os3itali ation, in#ludingin#ome and sa!ings loss 3lus ta%e- omemedi#ations
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Re#ommendations
Assured sum o0 money $ en diagnosed $it#riti#al illnesses, in#luding stro%e, eart atta#%,#an#er, and &rain tumors 7P/P )9,999:/e #an sto3 3aying at anytime e is diagnosedto &e #riti#ally ill or totally and 3ermanentlydisa&led 7&ut still insured:Retirement 0und o0 at least P/P ? +M, e!en$it $it dra$als o0 P/P 29,999 at years (9and 29
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Re#ommendations
EPPM s ould &e #are0ul to # e#% t e0ollo$ing, as regards # oosing a li0einsuran#e #or3oration
e 3er0orman#e istory o0 t e
#or3oration4n#luding t eir 0und manager s3er0orman#e
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Re#ommendations
e total asset under management 7toguard against &an%ru3t#y:4nternational 3er0orman#e ran%ing
alue-0or-money and e6i&ility o0 SSPs