Should Health Insurance Be Part of Your Financial Plan?

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An effective financial plan is about savings, investments, and protection against unexpected shocks. With proper savings, a sudden sickness or hospitalisation can wipe out your plans. Health insurance is like a safety net that covers high medical bills, so you do not need to reach into your pockets or plunge into debt.


Insurers observe that medical costs can be staggering. With a health insurance plan, you can meet these expenses without any significant financial stress. Keep reading to know more.


Health Insurance: A Financial Safety Net


Health insurance transfers the risk of high medical costs from you to the insurer. With the increase in healthcare costs, a sudden operation or a fatal disease can prove to be disastrously costly. A good health policy covers hospitalisation, daycare procedures, and other medical services.


This implies that you only pay for deductible or non-covered items, and the insurer takes care of the major bills. It secures your savings and investment corpus, ensuring your funds remain intact for education, retirement, and other objectives. Practically, health insurance will eliminate the possibility of turning a health emergency into a financial burden.


Reducing Out-of-Pocket Expenses


India’s healthcare system relies heavily on private spending. As of 2017, health accounted for about 4.7% of GDP, and nearly 7% of that expenditure was directly funded by households. This, in practice, implies that the majority of patients use their own money to treat themselves.


Health insurance shifts this burden. The insurer negotiates prices with network hospitals and contributes most of the bill (as per the coverage conditions), saving the load on your wallet.


To illustrate, a major operation that might cost several lakhs will otherwise clear off your savings; however, with the help of insurance, the money is financed, which safeguards your financial plan.


Safeguarding Your Savings


According to a report by the actuarial company Milliman, in 2016-17, 56% of Indians had no meaningful health coverage (compared to 76% in 2013-14). The uninsured cover the expenses themselves. Often, en these out-of-pocket payments are through savings or loans.


Comparatively, individuals who have health policies do not encounter this risk. The infusion of cash by the insurer in the medical care implies that your investment cash can keep increasing as intended.


Tax Benefits and Additional Protection


In India, health insurance premiums are subject to deductions under Section 126 of the Income-tax Act. The amount an individual can claim against taxable income is ₹25,000 per year. This essentially reduces the net insurance premium.


A personal policy is an added value even when you have a group cover through an employer. Employer benefits might be restricted or cease to exist when you quit. An independent plan provides stable coverage and allows you to tailor protection to the specific needs of your family.


Health insurance is a good idea to include in your financial plan. It manages the unforeseen risk of large medical expenses, safeguards your savings, and can even provide tax savings.


By allocating part of your money towards an appropriate health plan, you will have a cushion against unforeseen expenditures. This will give your general financial plan much greater safety and ability to withstand health-related shocks.