當期課號 |
1205 |
Course Number |
1205 |
授課教師 |
張婉玲 |
Instructor |
CHANG,WAN LIN |
中文課名 |
壽險實務(二) |
Course Name |
Life Insurance Practice(II) |
開課單位 |
保險金融管理系(四日)三A |
Department |
|
修習別 |
選修 |
Required/Elective |
Elective |
學分數 |
3 |
Credits |
3 |
課程目標 |
本課程介紹基本之年金保險,並提供一系列相關資訊,以協助學生對課程內容了解。本課程講授內容強調理論與實務並重,主要內容包括:1. 年金保險概論 2.年金保險的類型 3.定額年金保險 4.變額年金保險 5.年金保險之契約條款 6. 年金保險給付7.法令與規章等,可建構學生完整及實用知識,以利就業或相關證照考試。 |
Objectives |
The basic annuity concept will be introduce to assist the students to learn the general information, and gives a list of source for additional information about annuity. In our teaching program, our teaching courses emphasize simultaneously both theory and practices. The course contain the following topics :1.the concepts of annuity 2.types of annuity 3. fixed annuities 4.variable annuities 5.contracts provisions in annuity 6. annuity due 7.laws & regulations. |
教材 |
1.年金保險,華立圖書股份有限公司 2.參考教材:(1)年金保險,財團法人保險事業發展中心編印(2)社會保険,華立圖書 |
Teaching Materials |
|
成績評量方式 |
期中考佔40%;平時佔20%;期末報告佔40% |
Grading |
midterm 40%, final report 40%, particpate 20% |
教師網頁 |
|
教學內容 |
本課程首先介紹年金制度的相關理論,進而探討社會年金、個人年金、企業年金之種類與內容,並說明年金保險稅制相關規定,最後就學生報告內容做指導與講評。 |
Syllabus |
Introduction to principle of personal/business/social annuity, include meaning, contract, law, tax...., and discussion to report of students. |