當期課號 |
3179 |
Course Number |
3179 |
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 |