Risk Mgmt and Insurance PART1 5-2 Final Project Milestone Two (Part A): Draft of Health, Disability, and Long-Term Care Insurance Assignment Milestone Two consists of two parts: two meetings with the

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Risk Mgmt and Insurance


PART1

5-2 Final Project Milestone Two (Part A): Draft of Health, Disability, and Long-Term Care Insurance Assignment

Milestone Two consists of two parts: two meetings with the Smiths at different stages in their lives.

For Milestone Two (Part A), you will provide recommendations to the Smith family related to health, disability, and long-term care insurance. Review the case notes and background of your clients and address the assigned critical elements.

You meet with your clients John and Jenny Smith to discuss questions they have about health insurance and disability insurance. They want your help in evaluating both their insurance needs and the insurance coverage they already have. The Smiths have also decided they would like to start planning for retirement and would like some information on long-term care insurance. Review the case notes and background of your clients and address the assigned critical elements regarding health, disability, and long-term care insurance.

Responses should be thoughtful and professional and include detailed recommendations that you could make to John and Jenny based upon your findings and analysis of their situation.

To complete this assignment, review the Milestone Two Guidelines and Rubric document.


PART2

5-3 Final Project Milestone Two (Part B): Draft of Social Security, Medicare, and Medicaid Plans Assignment

Milestone Two consists of two parts: two meetings with the Smiths at different stages in their lives.

For Milestone Two (Part B), you will provide recommendations to the Smith family related to Social Security, Medicare, and Medicaid. Review the case notes and background of your clients and address the assigned critical elements.

Twenty years have passed, and John and Jenny now have some new questions, concerns, and needs regarding Social Security, Medicaid, and Medicare. Review the case notes and background of your clients and address the assigned critical elements regarding Social Security, Medicare, and Medicaid.

Responses should be thoughtful and professional and include detailed recommendations that you could make to John and Jenny based upon your findings and analysis of their situation.

To complete this assignment, review the Milestone Two Guidelines and Rubric document.

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