要保人死亡後更改之問題 - 保險
By Skylar DavisLinda
at 2022-11-23T00:06
at 2022-11-23T00:06
Table of Contents
家中長輩往生, 留下一張已滿期, 固定還本之壽險保單, 狀況如下:
要保人: 長輩
被保險人: 長輩之子女
受益人: 長輩
可想而知, 這張保單的價值準備金已被國稅局列入遺產,
金融遺產清單確定有這筆,
但這張保單的負責保險員, 卻告訴長輩之子女,
只要他們去把要保人改成自己, 這筆不用繳遺產稅?!
我的認知,要保人已經往生了, 這張保單現在無法更動要保人,
要等完稅後辦繼承才能更動要保人,
但他們跟我堅持說 "保險員說現在可以改"
想問問是不是我認知有誤, 先謝謝版上的各位.
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