【專題演講不藏私】
🔸理專都沒跟你說的保單稅負🔸
保單具有人身保障功能
因此在課稅上有免稅優惠
但相對地
民眾想要透過保單節稅、傳承資產，也需注意不少眉角
規劃保單會涉及到的稅務問題
包含遺產稅、贈與稅、所得稅及最低負稅制
這些都是在規劃時務必注意
如果你想要讓你的保單發揮到最大效益
那就要來聽專業的乙瑄分享囉
9月份長鵬分會的8分鐘專題分享
將由富邦人壽的鐘乙瑄為大家帶來精彩的專題演講：
🔸理專都沒跟你說的保單稅負🔸
2024.09.11（星期三）
06:40am to 09:40am
台北圓山大飯店 松鶴廳
費用NT800 含buffet
#歡迎報名參加專題演講
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🔸 The Policy Taxes Your Financial Advisor Didn’t Tell You About 🔸
Insurance policies provide personal protection, so there are tax exemptions and benefits. However, for those who wish to use insurance policies for tax savings or estate planning, there are several important details to consider.
Tax planning for insurance policies may involve issues related to estate tax, gift tax, income tax, and the Alternative Minimum Tax (AMT). These are crucial factors to pay attention to during the planning process.
If you want to maximize the benefits of your insurance policy, don‘t miss the professional insights shared by Amber Yi-Hsuan!
In September, the Chang Peng Chapter’s 8-minute special presentation will be delivered by Amber Yi-Hsuan Chung from Fubon Life, offering an insightful lecture:
🔸 The Policy Taxes Your Financial Advisor Didn’t Tell You About 🔸
2024.09.11 (Wednesday)
06:40 am to 09:40 am
Grand Hotel Taipei – Song He Hall
Cost: NT800 (includes buffet)
#SignUpNow for the Special Lecture
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Become an outstanding entrepreneur
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