| 當期課號 |
1329 |
Course Number |
1329 |
| 授課教師 |
陳聰賢 |
Instructor |
CHEN,TSUNG CHSIEN |
| 中文課名 |
年金保險 |
Course Name |
Annuity Insurance |
| 開課單位 |
保險金融管理系(四日)二B |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
2 |
Credits |
2 |
| 課程目標 |
1.使學生具年金保險及退休年金等相關基本知識
2.使學生能熟悉退休金及年金基本理論並應用在銷售上
3.使學生具保險金融從業人員之專業態度
4. 可做為學生未來學習各項人壽保險商品相?領域之基礎 |
Objectives |
1.Enabling students to have basic knowledge on annuity insurance and retirement annuity.
2.Enabling students to be familiar with basic theories of pension and annunity to be applied in sales.
3.Enabling students to have professional attitudes in insurance and finance industry.
4. Serving as students’ learning to learn life insurance products in the fuure. |
| 教材 |
1.陳璧瑜，年金保險，華立圖書股份有限公司
2.上課講義 |
Teaching Materials |
1.Annunity Insurance
2.loose-leaf materials issued to stucents |
| 成績評量方式 |
1.上課出席:20%
2.期中考成績:40%
3.期未考成績:40% |
Grading |
1.class attendance:20%
2.mid-term exam:40%
3.final exam:40% |
| 教師網頁 |
|
| 教學內容 |
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 |
Syllabus |
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. |