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Not investment advice. Educational reading. See Disclaimer.
L.7 · BEGINNER · 2 MIN

Insurance: Protecting What You’ve Built

Insurance protects against catastrophic financial losses that you cannot absorb on your own. The key principle: insure against events that would be financially devastating, self-insure against events you can afford to cover from savings.

Quiz · 5 questions ↓
§ 01
Insurance TypeInsure AgainstDon’t Insure
HealthMajor illness ($100K+ hospital bills) — see pf-9 for full premium / deductible / coinsurance / OOP-max mechanics and HDHP+HSA vs. PPO trade-offMinor routine visits where your annual out-of-pocket cost is predictable and affordable (use HSA to pay these tax-free)
AutoAt-fault accident liability, total lossSmall dents (raise deductible)
Home/RentersFire, theft, liability lawsuitsLow-value electronics
LifeIncome replacement for dependentsNo dependents = usually unnecessary
DisabilityLong-term inability to work (most underinsured risk)Short-term illness (use sick leave + emergency fund)
UmbrellaLiability above other policy limits ($1M+)Small claims court amounts
§ 02

Health insurance is complex enough to deserve dedicated treatment. **See pf-9** for a full breakdown of premium vs. deductible vs. coinsurance vs. out-of-pocket maximum, the HDHP+HSA vs. PPO trade-off, and how to use your HSA as a stealth retirement account. The general insurance principles in this module (insure catastrophic risks, self-insure small losses) apply to health coverage too — but the mechanics are specific enough that pf-9 covers them on their own.

§ 03

The deductible principle applies across ALL insurance types — not just health. Raising your deductible on auto, renters, or home insurance reduces your premium proportionally. The trade-off is straightforward: can you absorb the higher out-of-pocket cost if a claim occurs? If your emergency fund covers the deductible gap, the premium savings are pure gain. If a claim would require you to go into debt to cover the deductible, keep the lower deductible until your emergency fund grows.

§ 04

The most underinsured risk for working-age adults is long-term disability. You’re far more likely to be disabled for 90+ days than to die before 65. Employer-provided disability insurance typically covers only 60% of base salary — and may not cover bonuses or self-employment income.

§ 05
Review your current insurance deductibles. If you have a 6-month emergency fund, you can likely raise deductibles and save hundreds per year in premiums. That saved money can be invested.
§ 06
Extended warranties on electronics are a form of insurance. A $200 warranty on a $1,000 laptop — should you buy it?
§ 07

Insurance is for catastrophic protection, not peace of mind on small losses. Every dollar spent on unnecessary insurance is a dollar not invested. Focus insurance spending on the big risks (health, disability, liability) and self-insure everything else.

Five questions · AI feedback

Sit with the ideas.

A 30-year-old earning $100K with a spouse and one child carries no life insurance, no disability coverage, and a $500 auto deductible. What's the highest-priority action?

Why:
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