財經要雯 EP145 I 大繼承潮來臨!善用保險預留稅源,讓財富傳承更安心 episode artwork

EPISODE · Aug 25, 2026 · 31 MIN

財經要雯 EP145 I 大繼承潮來臨!善用保險預留稅源,讓財富傳承更安心

from 凱基證券樂活投資人 · host 凱基證券

如何把財富留給想照顧的人?解析保單指定受益人的功能與優勢,讓財產依心意傳承。 怎麼預留稅源,避免遺產變負擔?善用保單規劃,減輕繼承人的資金壓力。 保險傳承有哪些稅務眉角?破解常見迷思與規劃盲點,掌握關鍵重點。 本節目資料僅供參考,投資人應獨立判斷,審慎評估並自負投資風險。 影片由凱基證券製作播出。 -節目主持:許娸雯 -成音剪輯:林佳欣 -製作團隊:凱基證券X聲動創意 -音樂來源:https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Aug 25, 2026

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財經要雯 EP145 I 大繼承潮來臨!善用保險預留稅源,讓財富傳承更安心

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