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《用年金計劃自製長糧》課程簡介

未雨綢繆,為退休提供源源不絕的穩定收入

誰不想退休的時候,可以過著休閑的生活,仍然有穩定的現金收入,不再為錢煩惱,同時又毋須為投資市場變化擔驚受怕呢?

年金計劃日漸受歡迎,正因為它有自製長糧的特徵。 目前政府及保險公司都有提供年金計劃,究竟應該如何選擇?這個計劃是否真的適合你呢?

在這個課程,我們會逐一拆解年金這類保險計劃,它怎樣可以為自己提供源源不絕的現金流,如何計算及比較投資回報,以及選擇年金要注意地方。

課程資料

總長度  :約50分鐘
適合人士:對理財有興趣人士
上架日期:2020年4月


課程內容

1 課程簡介
2 如何透過年金自製長糧
3 教你計算、比較年金回報
4 投資滙豐未必賺多過年金
5 了解回報與風險指標
6 年金種類(1):即期終身年金
7 年金種類(2):延期、定期年金
8 年金適合你嗎?
9 如何利用年金慳稅
10 提防投保陷阱
11 懂得計數 退休過得更逍遙

我們備有投資筆記,供大家下載。

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