| 當期課號 |
3223 |
Course Number |
3223 |
| 授課教師 |
李應良 |
Instructor |
Lee,Ying Liang |
| 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(四進)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 |
商業年金保險與退休金計畫，方明川著，華泰文化事業股份有限公司 |
Teaching Materials |
|
| 成績評量方式 |
平時成績 40%
期中考 30%
期末考 30% |
Grading |
participation 40%
midterm 30%
final 30% |
| 教師網頁 |
|
| 教學內容 |
1.年金保險概論 2.年金保險的類型 3.傳統型年金保險與即期年金保險 4.定額年金保險 5.變額年金保險 6.股權/權益指數年金 7.個人年金保險之賦稅問題 8.年金保險之契約條款 |
Syllabus |
1.the concepts of annuity 2.types of annuity 3.traditional annuity & immediate annuity4. fixed annuities 5.variable annuities 6.equity indexed annuity 7. taxation 8. contracts provisions in annuity |