CFP®俱樂部-理財顧問的交流空間
臺灣理財顧問認證協會提供臺灣理財顧問協會CFP®持證的專業理財顧問，掌握國際脈動、全國經濟局勢、最新金融科技、政策法規，為CFP®理財顧問充電的資訊頻道。 -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 18 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
外溢保單將健康行為與保費誘因結合，被視為壽險業從「事後理賠」走向「事前預防」的重要轉折。投保意願卻仍不到 35%。本集我們再次邀請淡江大學風管系副教授 郝充仁老師，深入解析外溢保單的本質、投保瓶頸、未來商品設計方向與顧問在財務建議中的角色定位。
在本集節目中你會聽到——
✅ 外溢保單三大核心：風險理財、風險控制、生態圈
✅ 民眾為何不買？保費折讓不足、理念太新、配套不全
✅ 外溢保單能否降低醫療險損失率？與人口老化有何關聯？
✅ 未來商品趨勢：健康管理主導、非保證費率結合 IFRS 1... more
川普在四月掀起新一波關稅戰，全球市場動盪，台灣壽險市場也遭到波及。保單貸款暴增、解約潮浮現，出現罕見的「逆中介」現象。
本集我們邀請淡江大學 風險管理與保險學系副教授 郝充仁，深度解析壽險業的資產負債結構、美元曝險風險、以及 IFRS 17 對商品與費率帶來的全面衝擊。
在本集節目你會聽到——
✅ 為什麼川普的關稅風暴會讓台灣壽險業出現「逆中介」？
✅ 壽險最大隱性風險：台幣負債 × 美元資產 × 匯率變動
✅ IFRS 17 如何讓壽險更透明？醫療險為何可能全面調漲？
✅ 未來 ... more
許多長輩早年用一兩百萬買下的房產，經過公告現值調整與區域發展後，如今可能已是千萬、甚至上億的資產。
但多數家庭卻不知道：真正的傳承難題，不只房子，更是稅負與分配。
在本集中，羅澤鈺會計師將帶你深入了解：
✨公寓、華廈、透天的土地持分差異
✨公告現值十年暴漲帶來的傳承衝擊
✨房地合一 1.0 → 2.0 你一定要懂的稅制變化
✨父母沒有立遺囑時最常見的爭議與破口
✨理財顧問如何用「盤點」協助客戶提前準備
不動產傳承，是理財顧問最需要切入的核心議題。只要數字長出來，就能看見... more
台股屢創新高，許多中小企業主、創業者，手上的股權價值早已翻了數十倍，從「面額十元」變成上億資產，但不少人仍不知道自己已是高資產族群。本集邀請羅澤鈺會計師，帶大家從實務角度認識：
● 台股創高下的隱形資產 ● 傳承上最常見的盲點 ● 子女不接班時的經營權問題 ● 為何理財顧問「勇於開口」如此重要 ● 數字算出來，就能真正開始討論傳承
如果你正在協助客戶規劃家庭資產、退休或傳承，這集會帶給你全新的視角與方法。立即收聽，讓你更懂企業主背後的真正需求。
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5. 下班經濟學
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CFP®俱樂部-理財顧問的交流空間 launched 4 months ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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