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ID:1328664
大小:117.50 KB
页数:10页
时间:2017-11-10
《投资连结保险案例》由会员上传分享,免费在线阅读,更多相关内容在教育资源-天天文库。
1、多个帐户选择,纵横组合投资泰康放心理财设有非定期固定利率帐户、五年定期保证收益投资连结帐户、进取型投资连结帐户您可以根据自身不同的投资目标以及风险承受能力灵活地投资于上述的任一帐户,也可以将保险费分散投资于各个帐户,纵横组合,随心所欲帐户转移灵活,投资稳操胜券投资行情潮起潮落,您随时可以通过"帐户转移"将帐户金额在各个帐户之间自由转移,随时改变投资组合,把握投资机会,规避投资风险。多种领取方式,操作灵活简便泰康放心理财提供定额型、十年固定定额型、增额型三种养老年金保证收益帐户,零风险高回报特别设有五年定期保证收益投资连结帐户,本公司保证该帐户最低收益不低于年复利2.
2、5%经营稳健透明,服务全面细致您可以随时查询您的个人帐户,了解进入资金的累积状况。通过电话、互联网查询帐户单位价值。投资信息公开透明,便于保险监管机构和客户监督专家理财服务,投资专业高效举例说明:被保险人为一名30岁男士,投保人一次交付保险费10000元,保险公司一次收取开户费5%,保险费计入被保险人进入资金被保险人在60岁退休时一次领取养老金,投保期间为30年。 假定投资组合一假定投资组合二假定投资组合三 假设平均投资净收益5%假设平均投资净收益10%假设平均投资净收益15%经过年数保单帐户价值退保现金价值保单帐户价值退保现金价值保单帐户价值退保现金价值19600
3、.009120.009600912096009120210080.009676.801056010137.61104010598.4310584.0010266.481161611267.521269612315.12411113.2010890.9412777.612522.0514600.414308.39511668.8611552.1714055.3613914.8116790.4616622.56612252.3012252.3015460.915460.919309.0319309.03712864.9212864.9217006.9917006.992
4、2205.3822205.38813508.1613508.1618707.6818707.6825536.1925536.19914183.5714183.5720578.4520578.4529366.6229366.621014892.7514892.7522636.322636.333771.6133771.611115637.3915637.3924899.9324899.9338837.3538837.351216419.2616419.2627389.9227389.9244662.9644662.961317240.2217240.2230128.9
5、130128.9151362.451362.41418102.2318102.2333141.833141.859066.7659066.761519007.3419007.3436455.9836455.9867926.7867926.781619957.7119957.7140101.5840101.5878115.7978115.791720955.6020955.6044111.7444111.7489833.1689833.161822003.3822003.3848522.9148522.91103308.1103308.11923103.5423103
6、.5453375.2153375.21118804.4118804.42024258.7224258.7258712.7358712.731366251366252125471.6625471.666458464584157118.8157118.82226745.2426745.2471042.471042.4180686.6180686.62328082.5028082.5078146.6478146.64207789.6207789.62429486.6329486.6385961.385961.32389582389582530960.9630960.969
7、4557.4394557.43274801.7274801.72632509.0132509.01104013.2104013.2316021.9316021.92734134.4634134.46114414.5114414.5363425.2363425.22835841.1835841.18125855.9125855.94179394179392937633.2437633.24138441.5138441.5480629.9480629.93039514.9039514.90152285.7152285.7552724.4552724.4注:图中假定平
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