Insurance

Insurance: Protecting Your Financial Plan

Insurance is a core part of financial planning — it helps protect you and your family from the financial impact of unexpected events.

Why Insurance Matters

Loans and investments help you build toward financial goals; insurance helps protect that progress from being derailed by an unexpected medical emergency, accident, or loss of income.

Common Types of Insurance

  • Health insurance — covers hospitalization and medical expenses
  • Life insurance (term plans) — provides financial protection for dependents
  • Motor insurance — covers vehicle-related damage and liability
  • Home/property insurance — covers damage or loss to your property

Factors That Affect Premiums

  • Age and health condition (for health and life insurance)
  • Sum insured or coverage amount chosen
  • Policy tenure and type of plan
  • Lifestyle factors, such as smoking status
  • Claim history, for renewals

What to Check Before Buying a Policy

  • Coverage inclusions and exclusions — read the fine print
  • Waiting periods for specific conditions (health insurance)
  • Claim settlement process and network hospitals, if applicable
  • Premium affordability over the long term, not just the first year
Insurance is one of the core pillars of a personal finance plan alongside saving and borrowing wisely.

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