| 當期課號 |
1261 |
Course Number |
1261 |
| 授課教師 |
張婉玲 |
Instructor |
CHANG,WAN LIN |
| 中文課名 |
人壽保險 |
Course Name |
Life Insurance |
| 開課單位 |
保險金融管理系(四日)二C |
Department |
|
| 修習別 |
必修 |
Required/Elective |
Required |
| 學分數 |
2 |
Credits |
2 |
| 課程目標 |
1. 使學生瞭解人身保險的理論、種類（包括人壽、健康、傷害、年金等保險）、財務、組織、經營及契約條款等知識
2. 透過人壽保險理論與實務的介紹，協助學生通過相關證照考試；並藉由學生的課堂報告，增進其組織與表達能力
3. 培養學生良好的學習態度，進而使其具備保險金融從業人員之專業態度
4. 可做為學生未來從事金融保險行政與銷售工作之基礎 |
Objectives |
1. Enabling students to understand knowledge of thories, types (life, health, causualty and annuity, etc), finance, organization, operation and contract articles of life insurance.
2. Through introduction of life insurance theories and practice, helping students obtaining certificates; students improving organization and expression ability thorough reports in classes.
3. Fostering students’ good learning attitudes to become professional personnel in financial and insurance industry.
4. Serving as students’ foundation in the future career in finance and insurance administration and sales. |
| 教材 |
簡報、白板、講義
指定用書：人身保險業務員資格測驗統一教材／中華民國人壽保險商業同業公會 編印；參考用書：人身保險實務／林麗銖 著／平安出版社；人壽保險／林敏華、賴本隊 著／華立出版社 |
Teaching Materials |
Book: The Practice of Life Insurance |
| 成績評量方式 |
期中考佔30％；期末考佔30％：分組報告佔20％；平時佔20％ |
Grading |
Mid-term Exam~30%; Final exam~30%; report~20%; other~20% |
| 教師網頁 |
|
| 教學內容 |
下學期課程先介紹投保實務與壽險行銷活動，再深入說明人壽保險契約之原則及條款，並指導學生做人身保險單之規劃，最後讓學生進一步瞭解核保、保全、理賠等壽險公司經營面的功能。 |
Syllabus |
This course contain the following topics: operation and marketing of life industry, policy porvisions, life policy plan, and operation of Life insurance company. |