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Insurance 101

Auto, life, fire, and health. It is all pretty boring and often not pleasant to think about but understanding insurance and choosing the best options available to you can be a big boost when life goes sideways. Ryan and Leslie discuss the basics.

Audio Only Version

EP-16 Insurance 101Life Admin
00:00 / 49:49

Show Notes & Helpful Links

Set the table

So very dry but so very big in life: insurance. 

What types do most people need?: Property, Life, and Health. Start with Property because others require a little background on employment, or why American insurance is tied to employment. Ironic story about planning for surprises about life’s most certain things: death and taxes. Actuaries use Seldon levels of data to figure out the present value of accidents, injuries, early death, and charge a monthly or by-yearly premium to cover the cost of restoration payments for those who do have the accidents. 

 

Segment 1: Home and Auto, or Property Insurance

 

Ryan: What is property insurance?

Leslie: pays you to restore your property or other’s property (liablity insurance)

 

  • Recovery for cost to replace property you lost at its current value. If it’s someone else’s property, it is liability insurance.

 

Ryan: What are typical policies

 

Leslie: Homeowners, including fire, flood, Auto, and specific property, say an art collection. 

​

 

Segment 2: A little history on Insurance and employment 

 

Ryan: People go out and buy those policies, so why is American health insurance tied to employment?

 

Leslie: New Deal wage caps coincide with improvements in healthcare, so insurance becomes an income perk to get around the wage caps. After wage caps ended, became a tax shelter. Fast forward a decade or so, and tying health insurance to employment is habit even though it doesn’t work as well now. Part time, independent contractors, gig economy

​

 

Segment 3: Health and Life Insurance

 

Ryan: What’s the difference between health and life?

 

Leslie: 

  • health covers your healthcare costs 

  • life is a safety net and sometimes an investment that covers your death

  • type you need depends on stage of life and circumstances.

    • Life has options: Whole life, annuity.

    • Health has been overgeneralized

 

Ryan: So how to get health insurance?

 

Leslie: 

  • Through your employer, or spouse’s. Be aware of Life Planning. For instance, if one is planning to do less than a full time position for kids, put the fam on the other plan. 

  • kick back to Ryan for self employed getting on exchanges

 

Ryan: Other types we did not cover?

Leslie: 

  • professional insurance like med mal for doctors

 

Ryan: You say this is about math and the bigger the number the more accurate the pricing, but have the actuaries ever gotten the math wrong?

Leslie: Yes, with long term care insurance in the 70/80’s​

 

Closing

 

Helpful Links

  • Basic explainer of whole and term life insurance policies

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