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Insurance

40 Insurance terms, defined in plain English — part of the 1345-term Finicade finance glossary. Each one has its own page, and links to the free game that teaches it.

Actuary
An actuary applies statistics and finance to price and reserve for uncertain future events — deaths, claims, pension liabilities.
Auto Insurance
Auto insurance bundles several covers: liability for damage you cause others, collision and comprehensive for your own car, plus medical components.
Captive Insurance
A captive is an insurance company owned by the business it insures, so the parent keeps the underwriting profit and investment income.
Cash Value
Cash value is the savings component inside a permanent life policy, which you can borrow against or surrender for.
Catastrophe Bond
A catastrophe bond transfers disaster risk to capital markets: investors earn a high coupon and lose principal if a defined event occurs.
Coinsurance
Coinsurance is the percentage of a bill you pay after meeting the deductible — 20% coinsurance means the insurer covers 80%.
Combined Ratio
The combined ratio adds the loss ratio and the expense ratio: below 100% is an underwriting profit, above 100% means the insurer relies on investments.
Comprehensive vs Collision Coverage
Collision covers damage from hitting something; comprehensive covers almost everything else — theft, hail, fire, a deer.
Copay
A copay is a fixed fee you pay for a specific service — $30 for a doctor visit, $10 for a prescription — regardless of the total cost.
Deductible
A deductible is what you pay before the insurer pays anything.
Disability Insurance
Disability insurance replaces part of your income if illness or injury stops you working — more likely during a career than death, and far less insured.
Exclusion
An exclusion is a loss the policy explicitly does not cover, and the exclusions page is the part of an insurance contract actually worth reading.
Health Insurance
Health insurance covers medical costs through a structure of premium, deductible, copays, coinsurance and an out-of-pocket maximum.
Homeowners Insurance
Homeowners insurance covers the structure, your possessions, and your liability to others.
Indemnity
Indemnity is the principle that insurance restores you to your position before the loss — no better.
Insurance
Insurance is paying a small certain cost to avoid a large uncertain one, by pooling risk across many people.
Insurance Claim
A claim is a formal request for the insurer to pay for a covered loss.
Insurance Float
Float is the money an insurer holds between collecting premiums and paying claims, which it invests in the meantime.
Insurance Premium
An insurance premium is what you pay for cover, priced from your expected losses plus the insurer's costs and profit.
Liability Coverage
Liability coverage pays what you become legally responsible for when you injure someone or damage their property, including the legal defence.
Life Expectancy
Life expectancy is the average remaining years of life at a given age — and planning to it means roughly half of people run out of money.
Life Insurance
Life insurance pays a lump sum to your beneficiaries when you die, replacing the income or care they lose.
Long-Term Care Insurance
Long-term care insurance covers help with daily living — a care home, an aide at home — which health insurance and Medicare largely do not.
Loss Ratio
The loss ratio is claims paid divided by premiums earned — the share of your premium that returns to policyholders as benefits.
Mortality Table
A mortality table gives the probability of death within a year at each age, and it's the foundation of pricing for life insurance, annuities and pensions.
Out-of-Pocket Maximum
The out-of-pocket maximum is the most you can pay in a plan year before the insurer covers everything else in full.
Policy Limit
A policy limit is the most an insurer will pay, per claim or per year.
Private Mortgage Insurance (PMI)
PMI insures the lender, not you, against your default, and it's required on US conventional mortgages with less than 20% down.
Reinsurance
Reinsurance is insurance for insurers, letting a company cede part of a risk it has written so a single catastrophe can't destroy it.
Renters Insurance
Renters insurance covers your possessions and your liability in a home you don't own — the landlord's policy covers the building, not your belongings.
Replacement Cost vs Actual Cash Value
Replacement cost pays what it takes to buy a new equivalent; actual cash value pays that minus depreciation.
Rider
A rider is an add-on that changes a policy standard terms — scheduling a valuable item, adding accidental death cover, waiving premiums if disabled.
Self-Insurance
Self-insurance is deliberately keeping a risk rather than transferring it, funding losses from your own reserves.
Subrogation
Subrogation is the insurer's right to step into your shoes and pursue whoever caused the loss after paying your claim.
Surrender Charge
A surrender charge is a fee for cancelling an insurance policy or annuity early, typically starting near 7–10% and declining to zero over seven to ten years.
Term Life Insurance
Term life insurance covers you for a fixed period — 10, 20 or 30 years — and pays only if you die within it.
Umbrella Policy
An umbrella policy adds liability cover on top of your auto and home policies, in million-dollar increments and at a strikingly low price.
Underwriting
Underwriting is assessing a risk and deciding whether and at what price to accept it.
Universal Life Insurance
Universal life is permanent insurance with flexible premiums and a cash value that earns a credited rate.
Whole Life Insurance
Whole life insurance combines lifetime cover with a savings component that builds cash value, at five to fifteen times the cost of comparable term cover.
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