EPISODE · Dec 15, 2025 · 40 MIN
EP19 用保單進行資產傳承一定免稅？保單最容易被忽視的真實風險-沙振言 老師
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
你以為保單一定免稅嗎？你以為保險只要「有買就好」嗎？ 本集節目邀請到 沙振言 老師，從第一線實務出發，帶我們重新理解保險在「法律、稅務與傳承」交會點上，最容易被忽略的風險。 從分紅保單、增額型商品，到保單實質課稅與代位權強制執行，沙老師以大量實際案例說明：很多問題不是商品錯，而是我們低估了制度的影響。 如果你是 CFP®、理專、保險從業人員，或正在進行資產傳承規劃，這一集會讓你重新檢視你「以為安全」的那張保單。 -- Hosting provided by SoundOn
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EP19 用保單進行資產傳承一定免稅？保單最容易被忽視的真實風險-沙振言 老師
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This episode is 40 minutes long.
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This episode was published on December 15, 2025.
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