Financial Markets 4-7-2011. Quiz Results Insurance Vocabulary zPremiums: The fee you pay to an insurance company in return for insurance coverage zRisk.

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Presentation transcript:

Financial Markets

Quiz Results

Insurance Vocabulary zPremiums: The fee you pay to an insurance company in return for insurance coverage zRisk Bearers: Someone who is willing to take risk from someone else. Insurance companies are risk bearers, as they take on your risks in return for a premium zClaim: An event that triggers a possible payment by the insurance company

Insurance Vocabulary zUnderwriting Process: In insurance you have to apply for insurance coverage. The department that decides whether to insure you or not is going through this process. zUnderwriting Income: One of two sources of revenue for an insurance company. This is the premium revenue.

Insurance Vocabulary zInvestment Income: The second source of revenue for an insurance company. They invest the premium revenue and earn investment income. zLife Insurance Company: A company that sells you an insurance policy that insures the risk of death. When you die, the insurance company pays the beneficiary.

Insurance Vocabulary zHealth Insurance Company: An insurance company that insures against the risk of high medical bills. In the event that you are very sick, the insurance company pays some or all of the medical bills. zProperty & Casualty Insurance Companies: Insurance companies that insure the risk that your property is damaged.

Insurance Vocabulary zLiability Insurance: An insurance policy that protects you against the risk of being sued. zUmbrella Insurance: This is extra insurance that covers anything that your other insurance policies do not cover.

Insurance Vocabulary zDisability Insurance: Insurance that protects you against the risk that you can no longer work due to an injury or illness. zLong-Term Care Insurance: Insurance that protects against the risk of living a long life. For example, it may cover an assisted-living facility or nursing home.

Insurance Vocabulary zStructured Settlements: A fixed, guaranteed periodic payment stream over time. Typically, it is the settlement for an insurance policy such as disability insurance. zGIC: Guaranteed Investment Contract. A life insurance company agrees, in return for a single premium, to pay a lump sum to you on the maturity date of the GIC.

Insurance Vocabulary zCredit Rating: The interest rate that a life insurance company pays on a GIC. zAnnuity: A mutual fund in an insurance wrapper. It is a portfolio of investments offered by insurance companies. The income and realized gains are not taxable until withdrawal of the money. They can be fixed (like a GIC) or variable.

Insurance Vocabulary zMonoline Insurance Company: They provide insurance against default risk to financial services companies. zMultiline Insurance Companies: Companies that provide both Life & Health Insurance along with Property & Casualty Insurance

Insurance Vocabulary zNAIC: National Association of Insurance Commissioners. It is a voluntary association for state insurance commissioners for application insurance for companies in all states. zStatutory Surplus: The amount of money you need to have on hand in your insurance company at all times.

Insurance Vocabulary zNAIC: National Association of Insurance Commissioners. It is a voluntary association for state insurance commissioners for application insurance for companies in all states. zStatutory Surplus: The amount of money you need to have on hand in your insurance company at all times.

Insurance Vocabulary zBankassurance: When a commerical banks distributes insurance company products it is called this. zReinsurer: An insurance company that insures the claims of another insurance company

Insurance Vocabulary zStock Insurance Company: The owners of the insurance company are stock holders zMutual Insurance Companies: These insurance companies have no stock. The policy holders are also the owners

Insurance Vocabulary zIndividual Insurance: Buying insurance on your own zGroup Insurance: Buying insurance as part of a group. For example, companies often buy group insurance for all their employees and this provides a way to get a lower premium payment

Insurance Vocabulary zTerm Life Insurance: This is pure life insurance. You pay a premium that pays out in the event that you die during the term of the policy zWhole Life Insurance: In addition to providing life insurance, it also is an investment which you can use to borrow against, or sell for money in the future.

Insurance Vocabulary zGeneral Account Products: Insurance products that are guaranteed by the insurance company zSeparate Account Products: Insurance products that are not guaranteed by the insurance company. For example, in some cases you can choose the investments for your product, and the payout depends on your choices.

Insurance Vocabulary zDemutualization: The act of a mutual insurance company becoming a stock insurance company. Many do this to get the benefits of being a stock company (can buy other companies more easily, provide stock options to executives, etc.)