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. |
教學內容 |
本課程上下學期共十一章, 從人身保險的意義起源特質及功能談起, 再對人身保險市場做一概要分析,再介紹人身保險的費率及準備金並分析人身保險的種類人身保險契約及逐條解釋人身保險契約條款,最後談到人身保險的規劃、核保、保全及理賠 |
Syllabus |
The course covers life insurance products and market, Topics covered life insurance rating and reserve, contract,underwriting and claim, etc. |