EP13 保險不是提款機:解約潮下的風險思維-銘傳 盧榮和教授 episode artwork

EPISODE · Nov 3, 2025 · 32 MIN

EP13 保險不是提款機:解約潮下的風險思維-銘傳 盧榮和教授

from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會

市場波動、匯率起落,許多人第一反應就是「先把保單解掉拿現金」。 但你知道嗎?那一瞬間的決定,可能讓你的保障從此中斷。 本集邀請— 🎓 銘傳大學資訊應用與金融保險學系 盧榮和 副教授 一起談談: 💡 為什麼台灣人習慣把儲蓄險當定存?💡 解約潮背後反映的理財焦慮與風險盲點?💡 CFP® 顧問如何協助保戶穩定資金與保障? 👉 用 30 分鐘,重新理解「保險」的真正價值。 -- Hosting provided by SoundOn

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EP13 保險不是提款機:解約潮下的風險思維-銘傳 盧榮和教授

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