Can I buy participating insurance? Which insurance products have a stable income?

Mondo Finance Updated on 2024-02-03

Can you buy participating insurance Can you buy participating insurance? Following the reduction of the scheduled interest rate of annuity insurance and the decrease in the proportion of increase in whole life insurance, more and more people are turning their attention to participating insurance.

So can you buy participating insurance? What kind of insurance can bring stable income?

Let's take a look at the relevant issues.

Participating insurance, as a common product in the insurance market, has always attracted much attention.

It combines the dual functions of protection and investment to provide consumers with a new way of managing their finances.

So can you buy participating insurance?

We can analyze the operating mechanism and advantages of participating insurance.

The operating mechanism of the participating insurance

The essence of participating insurance is a kind of investment insurance, and its operating mechanism is relatively complex.

The insurance company invests the premium in the capital market, obtains income through operation, and then distributes part of the profit to the policyholder according to the contract.

This means that the policyholder's income is closely related to the insurance company's investment performance.

Advantages of participating insurance

1) Dual functions of protection and investment.

Unlike traditional protection insurance, participating insurance not only provides risk protection, but also brings return on investment to the policyholder.

While ensuring the financial security of the family, additional benefits are expected.

(2) Diversify investment risks

Diversifying your money across multiple sectors can help reduce the risk of a single asset and improve the stability of your overall portfolio.

(3) Long-term planning

Participating insurance is usually a long-term contract and is suitable for policyholders who want to make a long-term asset allocation.

Holding for the long term can help smooth out market volatility and get a better return on investment.

What are the potential risks of participating insurance?

(1) Market risk

Since the investment income of participating insurance is closely related to the performance of the capital market, it is exposed to the risk of market volatility.

In times of economic downturn, investment returns may be reduced or even lost.

(2) Interest rate risk

The rate of return of participating insurance is usually linked to the investment income of the insurance company, and changes in market interest rates will have an impact on investment income.

When market interest rates fall, so does the rate of return on participating insurance.

(3) Liquidity risk

Unlike traditional insurance products, participating insurance usually does not have a high degree of liquidity.

This means that the policyholder may not be able to redeem the policy at any time when they need the funds.

In general, whether we can buy participating insurance or not, we can combine our own protection needs, understand the characteristics of the insurance, and then apply for insurance.

We have already understood the problem of participating insurance above, and through analysis, we also know that the "dividends" that participating insurance can actually bring are uncertain, and in extreme cases, there may be no dividends.

For people who just want to get a "stable" income, they may want to consider traditional annuity insurance and increased whole life insurance.

For example, annuity insurance, the specific amount and time of receipt are determined at the time of insurance, and the cash value of the policy is also determined.

If you want to know about specific annuity insurance products, you can come to Daddy for consultation.

If you want a higher upfront current price and flexible policy reduction, you can consider increasing the amount of whole life insurance products.

Although the current increase rate of whole life insurance is basically maintained at 3%, it still has obvious advantages compared with deposit interest rates.

Especially now that domestic interest rates still have a large downward space, it is also a wise choice to lock in "3%" in advance.

If you still have a different opinion about stable income insurance, you can come to Daddy.

All in all, whether or not participating insurance can be bought depends on the protection needs of the insured, and of course, the advantages and disadvantages of participating insurance should also be fully considered.

For example, the dividends of participating insurance are uncertain, and if you want to obtain stable income, you can consider annuity insurance or increased whole life insurance.

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