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保單傳承規劃實務

保單傳承規劃實務

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課程綱要

1.未來傳承要面臨哪些稅負?要繳多少稅?繳不出稅會面臨哪些處境?

2.傳承就是兩條路「生前贈與」「死後繼承」該如何走會比較省稅?

3.你知道如何透過保單解決傳承上的兩大問題「稅」和「給」嗎?

4.後保單傳承規劃時代,面臨實質課稅該有何新思維?新策略?


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