Course Information


Course Information
Course Title Code Semester L+U Hour Credits ECTS
LIFE-HEALTH INSURANCE AND PRIVATE PENSION UBAS1202 4. Semester 3 + 0 3.0 5.0

Prerequisites None

Language of Instruction Turkish
Course Level Associate's Degree
Course Type Compulsory
Mode of delivery
Course Coordinator
Instructors Murat ÖZBOLAT
Assistants
Goals To give the necessary information about life, health insurance and private pension system to the students who will work in the insurance sector and to load it with adequate equipment. To introduce the Life and Health insurance industry and Individual Pension Companies
Course Content History of life insurance, The Definition of Life Insurance and Types, Parties and their obligations in life insurance, Life Insurance Coverages, Exceptions and Additional Coverages, The Difference Between Life Insurance and Non-Life Insurance, Some Concepts: Actuarial, Mortality and Illness Level Tables, Reinsurance, Participation, Loan, Deduction, Transfer of Life Insurance Policies, Private Pension System and Its Functioning, Pension Mutual Funds, Health Insurances
Learning Outcomes 1) Life insurance companies in Turkey, premiums, premium calculations, and learn to make investments of life insurance companies.
2) Learn the purpose, scope, legal regulations and operation of the private pension system.
3) Definition and scope of health insurance, products, organizational structure of health insurance companies, guarantees and regulations, premium calculation, damage payments.
4) Learns the differences between Life Insurance and Individual Pension System and the scope of BES Exam.
5) Learns the differences between life insurance and non-life insurance.

Weekly Topics (Content)
Week Topics Teaching and Learning Methods and Techniques Study Materials
1. Week Introduction to the course, purpose, methods, sources of information, materials

2. Week Life insurance history chronology and life insurance policy guidelines, Life Insurance Definition, Types and Types

3. Week Parties and obligations in life insurance; the insured, the insurance company, the insured and beneficiary, life insurance companies in Turkey, Premiums, premium calculations, the investments of life insurance companies can

4. Week Life Insurance Guarantees, Exceptions and Additional Guarantees

5. Week Differences Between Life Insurance and Non-life Insurance

6. Week Some Concepts: Actuaries, Death Levels and Disease Level Tables, Reinsurance, Subsidiary, Loan, Subtitle, Transfer of Life Insurance Policies,

7. Week Some Concepts: Actuaries, Death Levels and Disease Level Tables, Reinsurance, Subsidiary, Loan, Subtitle, Transfer of Life Insurance Policies,

8. Week Purpose, Scope and Legal Regulations of the Individual Pension System

9. Week The Functioning of the Individual Pension System

10. Week Characteristics, Brokers and Pension Mutual Funds of Individual Pension Companies

11. Week Differences between Life Insurance and Individual Pension System and BES (IPS) Exam

12. Week Overview of Health Insurance: Definition, Scope Health Insurance Products: Individual, Institutional, Discretionary products. Health Insurance Management Systems

13. Week Overview of Health Insurance: Definition, Scope Health Insurance Products: Individual, Institutional, Discretionary products. Health Insurance Management Systems

14. Week General Review, Question Answer, Questionnaire


Sources Used in This Course
Recommended Sources
1. ÖZBOLAT, Murat; Hayat ve Sağlık Sigortaları, Ankara Üniversitesi UZEM yayını,
2. ÖZBOLAT Murat, Türkiye’de Hayat Sigortaları ve Bireysel Emeklilik Sistemi. Detay Yayıncılık, Ankara, 2004
3. ÖZBOLAT, Murat; Temel Sigortacılık. Seçkin Yayınevi, 8. Baskı, Ankara, 2020
4. Sigorta Mevzuatı: Kanun, Genel Şartlar ve Yönetmelikler
5. Sigorta sektör şirketlerinin internet adresleri ve www.tsb.org.tr., www.sigortacılık.gov.tr., http://www.sigortacigazetesi.com.tr.,

Relations with Education Attainment Program Course Competencies
Program RequirementsContribution LevelDK1DK2DK3DK4DK5
PY1500000
PY2500000
PY3500000
PY4500000

*DK = Course's Contrubution.
0 1 2 3 4 5
Level of contribution None Very Low Low Fair High Very High
.

ECTS credits and course workload
Event Quantity Duration (Hour) Total Workload (Hour)
Course Duration (Total weeks*Hours per week) 14 3
Work Hour outside Classroom (Preparation, strengthening) 3 6
Homework 2 6
Presentation (Including Preparation Time) 1 2
Activity (Web Search, Library Work, Trip, Observation, Interview etc.) 6 2
Midterm Exam 1 1
Time to prepare for Midterm Exam 4 7
Final Exam 1 1
Time to prepare for Final Exam 5 7
1 1
Dönem Sonu Sınavı (DSS) 1 1
Total Workload
Total Workload / 30 (s)
ECTS Credit of the Course
Quick Access Hızlı Erişim Genişlet
Course Information
  • Course Information
  • Weekly Topics (Content)
  • Sources Used in This Course
  • Relations with Education Attainment Program Course Competencies
  • ECTS credits and course workload