| 當期課號 |
3185 |
Course Number |
3185 |
| 授課教師 |
李應良 |
Instructor |
Lee,Ying Liang |
| 中文課名 |
年金保險 |
Course Name |
Annuity Insurance |
| 開課單位 |
保險金融管理系(四進)二A |
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 |
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 |
Commercial Annuity Insurance & Pension Plans.Hwa Tai Publishing. |
| 成績評量方式 |
平時成績 30%
期中考 30%
期末考 40% |
Grading |
participation 30%
midterm 30%
final 40% |
| 教師網頁 |
|
| 教學內容 |
本課程首先介紹年金制度的相關理論，進而探討個人年金與企業年金之種類與內容，並說明年金保險稅制相關規訂，最後就學生報告內容做指導與講評。 |
Syllabus |
Introduction to principle of annuity, include meaning, contract, law, tax...., and discussion to report of students. |