Nan Shan Life Insurance foreign currency receipts and payments of the non-investment-type insurance marketing business research and analysis

• Main Authors: Chia-Yu Wei, 魏家榆
• Other Authors: Jin-Feng Uen
• Format: Others
• Language: zh-TW
• Published: 2013
• Online Access: http://ndltd.ncl.edu.tw/handle/fmcr7r

碩士 === 國立中山大學 === 高階經營碩士班 === 101 === In the development and evolution generated, Taiwan’s life insurance industry has exceeded its typical business model by providing a well-diversified portfolio commodity but yet an illegal sale in Taiwan years ago, no secure by the government law. The greater investments to the foreign currency denominated policy and offshore mutual funds make Taiwan investors become fiscally internationalized but also face the risks of litigation under the jurisdiction of foreign court where the policies have been held. The Life Insurance Association Of The Republic Of China had striven for the business of the commodity of Foreign currency receipts and payment of the non-investment type insurance policy to fulfill the demanding of the allocation of foreign currency assets and the multiple insurance planning, he case company of this thesis has gained the allowance of operating such business by the end of 2009. Base on the development process of the commodity, the proclamation and revision of the decree, a further analysis to its various types and characteristics has made. Meanwhile, thru the in-depth interviewing with the business executives of the case company, to investigate the needs of their high property clients, and the future development plans of the company,so to enhance its marketing competitiveness accordingly. Thru the research found, accommodating with the advent of low interest rates and the economic liberalization trends, Foreign currency receipts and payment of the non-investment type insurance policy is acting a very important role in asset allocation on Taiwan people, the high property clients have assets planning demands, the retirement commodity market is growing big, only to speed up the job training and more positive controlling the market, in order to keep growing to win.