朝陽科技大學 091學年度第2學期教學大綱
Annuity Insurance 年金保險

當期課號 3365 Course Number 3365
授課教師 張婉玲 Instructor CHANG,WAN LIN
中文課名 年金保險 Course Name Annuity Insurance
開課單位 保險金融管理系(四進)四A Department  
修習別 選修 Required/Elective Elective
學分數 3 Credits 3
課程目標 1.使學生具年金保險及退休年金等相關基本知識
2.使學生能熟悉退休金及年金基本理論並應用在銷售上
3.使學生具保險金融從業人員之專業態度
4. 可做為學生未來學習各項人壽保險商品相?領域之基礎		 Objectives 1.Enabling students to have basic knowledge on annuity insurance and retirement annuity.
2.Enabling students to be familiar with basic theories of pension and annunity to be applied in sales.
3.Enabling students to have professional attitudes in insurance and finance industry.
4. Serving as students’ learning to learn life insurance products in the fuure.
教材 課堂講授、案例研討、分組報告 Teaching Materials teaching and discussion
成績評量方式 期中考佔40％；小考佔10％；平時佔20％；期末報告佔30％（口頭15％，書面15％） Grading  
教師網頁  
教學內容 本課程首先介紹年金制度的相關理論，進而探討個人年金與企業年金之種類與內容，並說明年金保險稅制相關規訂，最後就學生報告內容做指導與講評。 Syllabus Introduction to principle of annuity, include meaning, contract, law, tax...., and discussion to report of students.
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