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Chapter Recap

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This chapter was all about giving you the basics of insurance. Let's recap some of the major points:

Insurance
  • Transfers the risk of loss from an individual to an insurer
  • Based on the principle of indemnity
  • Based on the spreading of risk (risk pooling) and the law of large numbers

Hazards give rise to a peril. There are 3 kinds of hazards:

Hazards
  • Physical — physical condition
  • Moral — a tendency toward increased risk
  • Morale — an indifference to loss
Risk
  • Uncertainty regarding financial loss
  • 2 types of risks — Pure: insurable because it involves a chance of loss only; Speculative: not insurable because it involves a chance of gain
  • Methods of handling risk: Avoidance, Retention, Sharing, Reduction, Transfer
Elements of Insurance Risk
  • Due to chance: chance of loss beyond insured's control
  • Definite and measurable: loss must have definite time, place and amount
  • Predictable: number of losses must be statistically predictable
  • Not catastrophic: there must be limits that the loss can't exceed
  • Large exposure: insurer must be able to predict losses based on the law of large numbers
  • Randomly selected exposure: insurer must have a fair proportion of both good and poor risks
Insurable Interest
  • Must exist at the time of application
  • Exists when insuring one's own life, the life of a family member, or a business partner or key employee
  • Not required of beneficiaries