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In today’s fast life people are searching for peace of mind for getting happiness. COVID -19 has worsened not only people’s healthy life but also their financial life and hence they are in a search of peace more desperately.

Financial peace you can get through the planning of uncertain events like Major Health Problems, Partial Permanent Disability, Total Permanent Disability, and Death.  Planning of these uncertain events can be done through Insurance. 

Insurance is a type of financial instrument that can manage the risks that may occur to us.

And result in our money or property decrease or loss such as illness, death, accident. Or disability, the purchase of insurance is risk management of the damage from such unforeseen events.

Two types of insurance one must-have for the peace of your loved family and those are Life Insurance – Term Plan and Health Insurance

Life insurance is indispensable in financial planning because it protects our wealth and our family in the event of an unexpected event, which will help ease the burden. As a result, our savings and wealth will continue to exist, it is important to make life insurance decisions that meet goals and the ability to pay premiums, even if you have little money, you can get life insurance. 

“Benefits of life insurance Is protection and peace of mind for the people behind Tax benefits are just a by-product. “

The term plan helps in fulfilling one’s family dreams and helps in maintaining substantial savings. The term plan provides for the family’s regular expenses, even in once’s absence. Term plans provide the lie insurance for the low premiums.

How to choose a Term Plan?

  1. Compare Life Insurance Coverage:  Among various term plans, find out about the life insurance coverage available as well as the availability of riders for coverage of the accident, disability, and critical illness.
  2. Check Claims Settlement Track Record: Get information about the claim settlement track-record of the insurer. The higher the number of claims settled to the total number of claims, the more confident one should be.   

One should have a Term plan of at least 12 to 18 times of Annual income as per tumb rule.

Health Insurance protects against the risk of many diseases.

“Buy Health insurance when you are in good health so that the insurance companies will cover all conditions.”

Five Health insurance jargon one must know.
  1. Free-looking Period: With any health insurance policy, you can cancel the plan and get your money back within the first 15 days of receiving the policy documents, a period known as a free looking period.
  2. Pre-existing disease: Health plans are covering pre-existing ailments provided thee policy is continuously renewed with the same insurer and that too without any claims for a continuous period of three / four years.
  3. Co-payment: One can opt to pay a percentage of the medical expenses to reduce the premium amount of policy. The amount one is paying called Co-payment.
  4. Deductible: This is like co-payment, only it is not a percentage but a fixed amount that needs to be covered by you before the insurance company covers your medical expense. 
  5. Grace Period: In case you fail to renew your health insurance policy, you are allowed a 15 days grace period to renew the policy without forfeiting benefits like your No Claim Bonus (NCB), waiting periods, and pre-existing illness cove
4 Questions to ask your self on Health Insurance post-COVID-19 Crisis.
  1. Am I only on the health insurance provided by the employer? 
  2. Do I have a stand-alone health insurance policy? 
  3. Is my health insurance cover sufficient in case me and my family face COVID-19?
  4. Do the senior members of my family have a health insurance cover?
It’s time to rethink and recalculate the Health Insurance cover required for the entire family. One should have Health Insurance of Min 5 Lac or Equal to Annual Income whichever is higher as a thumb rule.
 

Considering purchasing insurance for yourself should be based on a variety of factors, but most importantly, we need to analyze our life and health risks first that if something happens, How much will this affect our finances? How much is the amount of money Then we set out a method for managing such risks? Whether it’s preparing your own money (self-insurance) or buying insurance to reduce the financial risk that comes from unforeseen circumstances. It is a good idea to buy insurance to suit your risk tolerance. And we should always adjust to suit our life, such as after marriage, having children, we may have to buy additional life insurance as the burden increases. Or buy more health insurance when you think your hospitalization costs increase. Or the welfare of the company in the field of health is not enough to meet our needs. You shouldn’t buy or take out insurance just because someone else does or invites you to do it.

I hope this article can help everyone better buy the insurance they want. And we will go through this crisis together and have peace of mind.
 
Happy Reading!!!
 
ViralKumar Shah (Financial Happiness & Wellness Coach)

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