Insurance is not only money, but also a solid shield for the family!

Mondo Culture Updated on 2024-02-21

In modern society, families face a variety of risks, such as accidental injury, critical illness, property damage, etc., which can bring great financial pressure and life distress to families. Therefore, it is crucial to carry out effective risk management, and insurance is a powerful tool that can help families deal with various risks effectively. Based on the practical experience of handling wealth inheritance, the lawyer team of Yilu Yishun Wealth Inheritance shares the following on how to allocate insurance to manage family risks. Wealth inheritance

1.Family Risk Analysis.

Before risk management can be carried out, it is first necessary to analyze and assess the various risks faced by the family. This includes:

Health Risks: Health issues that family members may face, such as accidental injury, critical illness, etc.

Property Risk: The risk of possible loss of property such as homes, vehicles, etc., such as fire, theft, etc.

Income Risk: The risk that a household's primary income** may be interrupted or lost, such as job loss, accidental disability, etc.

2.Insurance configuration scheme.

Based on the family risk analysis, the insurance allocation plan suitable for the family can be formulated, including the following aspects:

Life insurance: It is mainly used to protect the life safety of family members, such as accidental death, critical illness, etc. You can choose whole life insurance or term life insurance, and determine the amount of coverage and the duration of coverage according to the needs of the family.

Accident Insurance: To cover medical expenses and loss of income caused by accidental injuries, it is recommended to choose comprehensive accident insurance for wider coverage.

Property insurance: This includes home contents insurance and vehicle insurance to cover the risk of property damage such as fire, flood, theft, etc.

Medical insurance: To cope with the medical expenses of family members, it is recommended to choose comprehensive medical insurance, which has wider coverage and higher reimbursement ratio.

3.Precautions.

When making insurance configurations, you need to pay attention to the following issues:

Insurance Needs Assessment: It is necessary to assess the type and amount of insurance required according to the actual situation and needs of the family, so as to avoid excessive or insufficient insurance allocation.

Terms of the insurance contract: Read the terms of the insurance contract carefully to understand the important contents such as insurance liability, deductible, and conditions for receiving insurance benefits, so as to avoid difficulties in claiming compensation due to misunderstandings.

Insurance cost consideration: Comprehensively consider the insurance cost and coverage coverage, choose a cost-effective insurance product to avoid spending too much on insurance costs.

Creditworthiness of the insurance company: Choose a reputable, reputable insurance company to purchase insurance products to ensure that your rights and interests are protected in the event of a claim.

4.Case Study.

Take Xiao Ming's family as an example, Xiao Ming is a family of three, and they have purchased the following insurance products:

Xiao Ming purchased whole life insurance and comprehensive accident insurance, with an insurance amount of 1 million yuan and 500,000 yuan respectively, to protect the life safety and accidental injury of the family.

Xiao Ming's parents have purchased comprehensive medical insurance, which covers inpatient medical treatment, outpatient diagnosis and treatment, surgery expenses, etc., with a coverage amount of 300,000 yuan.

Xiao Ming's family has purchased family property insurance, covering houses, furniture, electrical appliances and other properties, with an insurance amount of 500,000 yuan.

Through the above insurance configuration, Xiao Ming's family can get timely and effective protection in the face of risks such as accidental injury, critical illness, and property loss, ensuring the family's property safety and life stability.

To sum up, family risk management is very important, and insurance is one of the important tools to achieve family risk management. Through a reasonable insurance allocation plan, families can effectively protect their property and life safety and achieve comprehensive risk management.

The team of Yilu Yishun wealth inheritance lawyers has been focusing on wealth inheritance plan planning, property risk isolation and tax planning in wealth inheritance for more than ten years.

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