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The 5 W’s and 1 H of Loan, Insurance and Investment

What do we mean by Loans, Insurance and Investments?

Loan: A loan is money borrowed by a person, which is later reciprocated to the lender in installments. A lender is engaged to give a loan at a cost or interest provided to the borrower. There are three types of loans: secured loan that makes the borrower pledge an asset in favor of a loan; subsidized loan is a loan that does not gain interest unless the payment is begun; unsubsidized loan is the loan that gains interest on the day of disbursement.

Insurance: A form of risk-management that is equivocated against a loss or risk of contingent. An equal transfer from one entity to the other is made in return to a payment with respect to the loss or risk.

Investment: Investment is institution of money into something with expecting a gain; a security on the principal amount with assured return within the time period.

Who provides us with Loans, Insurance and Investment?

Loan: A financial institution, be it banks or a person, an entity, provides loan with respect to a loan paper that is signed by the borrower. The paper assures that the borrower returns the money within the said time in installments without any delays; further actions are taken accordingly if the amount remains unpaid.

Insurance: An insurance policy, that is the contract paper, is given to the person which details the terms and conditions of the insured amount. The amount is mostly given to the institutions with whom the claimer has signed the insurance policy.

Investments: A third party which is willing to invest in a venture provides the investment money/capital. The financial instrument should insured by pledge of assets from a third party.

Why, When and Where does anyone need Loans, Insurance and Investment?

A person needs a loan mostly when he is unable to manage with the money in hand. Loans tend to lower the burden off the borrower’s shoulder.

Insurance is like a life saving cover for the people. An insurance cover can be taken for a house, car, health, pension etc. It acts as a reimbursement of the money. Insurance involves consolidating funds from insured entities. These entities are entitled to pay for the losses incurred by the people. The severity of the event determines the fee of the risk from which the insured entities are protected. For claiming insurance, a risk has to be classified as insurable risk after it meets certain criteria.

A person makes an Investment in order to secure his future (in terms of house, car etc), build his business, and make profits (mutual funds etc).

How do you make payment for the Loans, Insurance and Investment?

Most of these payments are made through cash, checks or demand drafts in favor of the lender (that can be a person, financial institution etc). Inability to pay back the money within the given period of time can lead to confiscation of the property or other legal actions.

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