保單如何變更要保人 - 保險
By Candice
at 2021-06-17T04:29
at 2021-06-17T04:29
Table of Contents
有幾個問題想請教:
1.「目前」,保單變更要保人是否還需提供完稅證明?會問目前是因為上網查到有去年底
(2020.12)新聞說國稅局將重新評估這樣的作法,所以想了解一下目前還是一樣嗎?
2. 變更保單要保人(原要保人尚未生故)是否也需要被保人同意呢?
3. 保險業務員可以不事先告知要保人,就將保單內容提供給被保人知道嗎?我的意思是
,這份保單當初簽署的時候被保人也是親簽所以是知情的,是後來被保人未透過要保人,
而直接找業務要求看保單目前的價值。業務也未事先通知要保人,這樣有沒有道德上或業
務上過失呢?
以上再麻煩版上的各位解答,謝謝
--
1.「目前」,保單變更要保人是否還需提供完稅證明?會問目前是因為上網查到有去年底
(2020.12)新聞說國稅局將重新評估這樣的作法,所以想了解一下目前還是一樣嗎?
2. 變更保單要保人(原要保人尚未生故)是否也需要被保人同意呢?
3. 保險業務員可以不事先告知要保人,就將保單內容提供給被保人知道嗎?我的意思是
,這份保單當初簽署的時候被保人也是親簽所以是知情的,是後來被保人未透過要保人,
而直接找業務要求看保單目前的價值。業務也未事先通知要保人,這樣有沒有道德上或業
務上過失呢?
以上再麻煩版上的各位解答,謝謝
--
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