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Unit 3 Insurance and Risk Management

The document explains key concepts in risk management, insurance, reinsurance, life insurance, the need for insurance, and bancassurance. It highlights the importance of risk management in minimizing losses and maintaining financial stability, while insurance provides protection against future losses through various principles. Bancassurance is discussed as a method of selling insurance through banks, offering convenience and a wider customer base.

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0% found this document useful (0 votes)
5 views2 pages

Unit 3 Insurance and Risk Management

The document explains key concepts in risk management, insurance, reinsurance, life insurance, the need for insurance, and bancassurance. It highlights the importance of risk management in minimizing losses and maintaining financial stability, while insurance provides protection against future losses through various principles. Bancassurance is discussed as a method of selling insurance through banks, offering convenience and a wider customer base.

Uploaded by

dplayzop12
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd

1.

Explain Risk and Risk Management

1 Risk refers to the possibility of loss, damage, or any unfavorable event occurring in the future.
2 Risk arises due to uncertainty about future events.
3 Risks can be financial or non-financial in nature.
4 Examples of risk include accident, fire, theft, illness, and death.
5 Risk cannot be eliminated completely but can be controlled.
6 Risk management is the process of identifying and controlling risks.
7 It involves analysis and evaluation of possible risks.
8 Risk management aims to minimize losses.
9 Insurance is an important tool of risk management.
10 Proper risk management ensures financial stability.

2. Explain Insurance and its Principles

1 Insurance is a contract between insurer and insured.


2 It provides financial protection against future losses.
3 The insured pays premium to the insurer.
4 Principle of Utmost Good Faith requires full disclosure of facts.
5 Principle of Insurable Interest means financial interest in subject matter.
6 Principle of Indemnity compensates only actual loss.
7 Principle of Subrogation gives rights to insurer after claim payment.
8 Principle of Contribution applies when multiple policies exist.
9 Principle of Proximate Cause identifies real cause of loss.
10 These principles ensure fair insurance practice.

3. Meaning, Functions, and Types of Reinsurance

1 Reinsurance is insurance of insurance companies.


2 It helps insurers reduce risk exposure.
3 Reinsurance spreads large risks among insurers.
4 It improves financial stability of insurance companies.
5 Reinsurance increases underwriting capacity.
6 Functions include risk sharing and loss control.
7 Facultative reinsurance covers specific risks.
8 Treaty reinsurance covers all risks of a class.
9 Proportional reinsurance shares premium and loss.
10 Non-proportional reinsurance covers excess loss.

4. Different Types of Life Insurance

1 Life insurance provides protection against death risk.


2 Term insurance provides coverage for fixed period.
3 Whole life policy covers entire lifetime.
4 Endowment policy provides maturity and death benefits.
5 Money back policy gives periodic returns.
6 ULIP combines insurance and investment.
7 Joint life policy covers two lives together.
8 Children policy secures child's future.
9 Group insurance covers a group of people.
10 Life insurance ensures financial security.

5. Need of Insurance

1 Insurance provides financial security against risks.


2 It protects individuals from unexpected losses.
3 Insurance helps in risk sharing.
4 It provides peace of mind.
5 Insurance supports family after death of breadwinner.
6 It encourages savings and investment.
7 Insurance helps business continuity.
8 It promotes economic stability.
9 Insurance provides compensation for losses.
10 It is essential for modern life.

6. Bancassurance

1 Bancassurance means selling insurance through banks.


2 Banks act as intermediaries for insurance companies.
3 It provides convenience to customers.
4 Banks earn commission income.
5 Insurance companies get wide customer base.
6 Customers get multiple services at one place.
7 Bancassurance reduces distribution cost.
8 It improves customer trust in insurance.
9 Banks offer life and general insurance products.
10 Bancassurance helps financial inclusion.

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