{"id":703,"date":"2026-10-11T10:00:36","date_gmt":"2026-10-11T01:00:36","guid":{"rendered":"https:\/\/credi-tech.co.jp\/article\/?p=703"},"modified":"2026-10-11T11:37:10","modified_gmt":"2026-10-11T02:37:10","slug":"%e6%b5%b7%e5%a4%96%e7%94%9f%e5%91%bd%e4%bf%9d%e9%99%ba%e3%81%b8%e3%81%ae%e5%8a%a0%e5%85%a5%e3%81%af%e9%81%95%e6%b3%95%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/credi-tech.co.jp\/article\/wealth\/703\/","title":{"rendered":"\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u3067\u30c9\u30eb\u8cc7\u7523\u3092\u80b2\u3066\u3001\u5bb6\u65cf\u306b\u6b8b\u3059\uff5c\u904b\u7528\u3068\u76f8\u7d9a\u5bfe\u7b56\u306e\u6d3b\u7528\u6cd5"},"content":{"rendered":"<p>\u30a2\u30e1\u30ea\u30ab\u4e0d\u52d5\u7523\u304b\u3089\u306e\u8cc3\u6599\u53ce\u5165\u3001\u7c73\u56fd\u682a\u306e\u914d\u5f53\u3001\u682a\u5f0f\u3092\u58f2\u5374\u3057\u3066\u5f97\u305f\u5229\u76ca\u3002\u30c9\u30eb\u3067\u53ce\u76ca\u3092\u5f97\u305f\u5f8c\u3001\u6b21\u306b\u8003\u3048\u305f\u3044\u306e\u306f\u3001\u305d\u306e\u8cc7\u91d1\u306e\u6d3b\u7528\u65b9\u6cd5\u3067\u3059\u3002<\/p>\n<p>\u30c9\u30eb\u306e\u307e\u307e\u4fdd\u6709\u3059\u308c\u3070\u901a\u8ca8\u5206\u6563\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u53e3\u5ea7\u306b\u7f6e\u3044\u3066\u304a\u304f\u3060\u3051\u3067\u306f\u3001\u8cc7\u7523\u5f62\u6210\u306e\u9078\u629e\u80a2\u3092\u5341\u5206\u306b\u6d3b\u304b\u305b\u307e\u305b\u3093\u3002\u518d\u3073\u4e0d\u52d5\u7523\u3084\u682a\u5f0f\u306b\u6295\u8cc7\u3059\u308b\u65b9\u6cd5\u306b\u52a0\u3048\u3001<strong>\u8cc7\u91d1\u3092\u904b\u7528\u3057\u306a\u304c\u3089\u3001\u5bb6\u65cf\u3078\u306e\u6b7b\u4ea1\u4fdd\u969c\u3082\u78ba\u4fdd\u3059\u308b\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a<\/strong>\u304c\u9078\u629e\u80a2\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u6ce8\u76ee\u3057\u305f\u3044\u306e\u306f\u3001\u4fdd\u967a\u6599\u306b\u5bfe\u3057\u3066\u5927\u304d\u306a\u6b7b\u4ea1\u4fdd\u969c\u3092\u78ba\u4fdd\u3059\u308b\u300c\u30ec\u30d0\u30ec\u30c3\u30b8\u300d\u3068\u3001\u9577\u671f\u3067\u8cc7\u91d1\u3092\u80b2\u3066\u308b\u4ed5\u7d44\u307f\u3067\u3059\u3002\u81ea\u5206\u306e\u5c06\u6765\u306b\u4f7f\u3046\u8cc7\u91d1\u3068\u3001\u5bb6\u65cf\u306b\u6b8b\u3059\u8cc7\u91d1\u3092\u4e00\u7dd2\u306b\u8a2d\u8a08\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306e\u7279\u5fb4\u304b\u3089\u30c9\u30eb\u8cc7\u7523\u306e\u6d3b\u7528\u65b9\u6cd5\u3001\u76f8\u7d9a\u5bfe\u7b56\u3001\u52a0\u5165\u524d\u306e\u78ba\u8a8d\u4e8b\u9805\u307e\u3067\u89e3\u8aac\u3057\u307e\u3059\u3002\u9999\u6e2f\u306e\u8caf\u84c4\u578b\u4fdd\u967a\u30fb\u6b7b\u4ea1\u4fdd\u969c\u30fb\u533b\u7642\u4fdd\u967a\u3082\u542b\u3081\u3001\u8cc7\u7523\u5168\u4f53\u306e\u4e2d\u3067\u4fdd\u967a\u3092\u3069\u3046\u4f7f\u3046\u304b\u3092\u8003\u3048\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n<h2>1. \u8cc3\u6599\u30fb\u914d\u5f53\u30fb\u682a\u306e\u58f2\u5374\u76ca\u3092\u3001\u30c9\u30eb\u306e\u307e\u307e\u6b21\u306e\u8cc7\u7523\u3078<\/h2>\n<p>\u30c9\u30eb\u53ce\u76ca\u306b\u306f\u3001\u7d99\u7d9a\u3057\u3066\u5165\u308b\u304a\u91d1\u3068\u3001\u4e00\u5ea6\u306b\u307e\u3068\u307e\u3063\u3066\u5165\u308b\u304a\u91d1\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e0d\u52d5\u7523\u8cc3\u6599\u3084\u682a\u5f0f\u914d\u5f53\u306f\u3001\u7d99\u7d9a\u7684\u306a\u4fdd\u967a\u6599\u306e\u652f\u6255\u3044\u3092\u8003\u3048\u308b\u969b\u306e\u539f\u8cc7\u306b\u306a\u308a\u307e\u3059\u3002\u4e00\u65b9\u3001\u4e0d\u52d5\u7523\u3084\u682a\u5f0f\u306e\u58f2\u5374\u76ca\u306f\u3001\u307e\u3068\u307e\u3063\u305f\u8cc7\u91d1\u3092\u6b21\u306e\u904b\u7528\u5148\u3078\u914d\u5206\u3059\u308b\u6a5f\u4f1a\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u3092\u691c\u8a0e\u3059\u308b\u969b\u306f\u3001<strong>\u300c\u3044\u304f\u3089\u6301\u3063\u3066\u3044\u308b\u304b\u300d\u306b\u52a0\u3048\u3001\u300c\u4eca\u5f8c\u3069\u308c\u3060\u3051\u30c9\u30eb\u53ce\u76ca\u304c\u7d9a\u304f\u304b\u300d<\/strong>\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u8cc3\u6599\u304b\u3089\u6bce\u5e74\u4fdd\u967a\u6599\u3092\u6255\u3046\u8a2d\u8a08\u3068\u3001\u58f2\u5374\u8cc7\u91d1\u3092\u4f7f\u3063\u3066\u77ed\u671f\u9593\u3067\u6255\u3046\u8a2d\u8a08\u3067\u306f\u3001\u9069\u3057\u305f\u5546\u54c1\u3084\u8cc7\u91d1\u8a08\u753b\u304c\u5909\u308f\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n<h3>\u4e0d\u52d5\u7523\u3092\u4fdd\u6709\u3059\u308b\u8cc7\u91d1\u3068\u3001\u9577\u671f\u3067\u904b\u7528\u3059\u308b\u8cc7\u91d1\u3092\u5206\u3051\u308b<\/h3>\n<p>\u4e0d\u52d5\u7523\u306e\u8cc3\u6599\u53ce\u5165\u3092\u3001\u3059\u3079\u3066\u4fdd\u967a\u6599\u306b\u56de\u3059\u8a2d\u8a08\u306f\u907f\u3051\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002\u4e0d\u52d5\u7523\u306b\u306f\u4fee\u7e55\u8cbb\u3001\u56fa\u5b9a\u8cc7\u7523\u7a0e\u3001\u4fdd\u967a\u6599\u3001\u7a7a\u5ba4\u6642\u306e\u652f\u51fa\u304c\u3042\u308a\u307e\u3059\u3002\u682a\u5f0f\u306e\u58f2\u5374\u76ca\u306b\u3064\u3044\u3066\u3082\u3001\u7a0e\u91d1\u3084\u6b21\u306e\u6295\u8cc7\u306b\u4f7f\u3046\u8cc7\u91d1\u3092\u5148\u306b\u78ba\u4fdd\u3057\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u3046\u3048\u3067\u3001\u5f53\u9762\u4f7f\u3046\u4e88\u5b9a\u306e\u306a\u3044\u30c9\u30eb\u3092\u3001\u9577\u671f\u306e\u8cc7\u7523\u5f62\u6210\u3068\u4fdd\u969c\u306b\u914d\u5206\u3057\u307e\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u3001\u4e0d\u52d5\u7523\u3092\u8ffd\u52a0\u8cfc\u5165\u3059\u308b\u307b\u3069\u306e\u8cc7\u91d1\u306f\u306a\u304f\u3066\u3082\u3001\u6bce\u5e74\u4e00\u5b9a\u306e\u4f59\u5270\u8cc3\u6599\u304c\u751f\u307e\u308c\u3066\u3044\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u8cc7\u91d1\u3092\u751f\u547d\u4fdd\u967a\u3078\u632f\u308a\u5411\u3051\u308c\u3070\u3001\u4e0d\u52d5\u7523\u3092\u4fdd\u6709\u3057\u306a\u304c\u3089\u3001\u91d1\u878d\u8cc7\u7523\u3068\u6b7b\u4ea1\u4fdd\u969c\u3092\u7a4d\u307f\u4e0a\u3052\u308b\u8a2d\u8a08\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p><strong>\u4e0d\u52d5\u7523\u304c\u53ce\u76ca\u3092\u751f\u307f\u3001\u305d\u306e\u53ce\u76ca\u306e\u4e00\u90e8\u3067\u6b21\u306e\u8cc7\u7523\u3068\u4fdd\u969c\u3092\u3064\u304f\u308b\u3002<\/strong>\u3053\u308c\u304c\u3001\u30c9\u30eb\u53ce\u76ca\u3068\u751f\u547d\u4fdd\u967a\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u8003\u3048\u65b9\u3067\u3059\u3002<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5826\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/e5125d2eb0659b1b007f77068a3cd9e1.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/e5125d2eb0659b1b007f77068a3cd9e1.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/e5125d2eb0659b1b007f77068a3cd9e1-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/e5125d2eb0659b1b007f77068a3cd9e1-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/e5125d2eb0659b1b007f77068a3cd9e1-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>\n<h2>2. \u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306e\u5f37\u307f\u306f\u3001\u4fdd\u967a\u6599\u306b\u5bfe\u3059\u308b\u5927\u304d\u306a\u6b7b\u4ea1\u4fdd\u969c<\/h2>\n<p>\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u3092\u691c\u8a0e\u3059\u308b\u3046\u3048\u3067\u3001\u307e\u305a\u7406\u89e3\u3057\u305f\u3044\u306e\u304c\u3001\u6b7b\u4ea1\u4fdd\u969c\u3068\u8cc7\u7523\u5f62\u6210\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u4ed5\u7d44\u307f\u3067\u3059\u3002<\/p>\n<p>\u6b7b\u4ea1\u4fdd\u969c\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u5546\u54c1\u3082\u3042\u308c\u3070\u3001\u5951\u7d04\u5185\u306b\u8cc7\u91d1\u3092\u7a4d\u307f\u4e0a\u3052\u3066\u9577\u671f\u904b\u7528\u3059\u308b\u5546\u54c1\u3082\u3042\u308a\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u5f8c\u8005\u306e\u8cc7\u7523\u5f62\u6210\u3082\u3067\u304d\u308b\u751f\u547d\u4fdd\u967a\u3092\u4e2d\u5fc3\u306b\u6271\u3044\u307e\u3059\u3002<\/p>\n<h3>\u4fdd\u967a\u6599\u3092\u3001\u5927\u304d\u306a\u6b7b\u4ea1\u4fdd\u969c\u306b\u5909\u3048\u308b\u30ec\u30d0\u30ec\u30c3\u30b8<\/h3>\n<p>\u751f\u547d\u4fdd\u967a\u3067\u306f\u3001\u652f\u6255\u3063\u305f\u4fdd\u967a\u6599\u306e\u7d2f\u8a08\u3068\u6b7b\u4ea1\u4fdd\u967a\u91d1\u304c\u540c\u3058\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5951\u7d04\u306e\u4fdd\u969c\u6761\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u9593\u306b\u88ab\u4fdd\u967a\u8005\u304c\u4ea1\u304f\u306a\u308b\u3068\u3001\u5b9a\u3081\u3089\u308c\u305f\u6b7b\u4ea1\u4fdd\u967a\u91d1\u304c\u652f\u6255\u308f\u308c\u307e\u3059\u3002<\/p>\n<p><strong>\u652f\u6255\u3063\u305f\u4fdd\u967a\u6599\u306b\u5bfe\u3057\u3066\u3001\u3069\u308c\u3060\u3051\u5927\u304d\u306a\u6b7b\u4ea1\u4fdd\u969c\u3092\u78ba\u4fdd\u3067\u304d\u308b\u304b\u3002<\/strong>\u3053\u308c\u304c\u3001\u751f\u547d\u4fdd\u967a\u306b\u304a\u3051\u308b<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/1977\/\">\u30ec\u30d0\u30ec\u30c3\u30b8<\/a>\u3067\u3059\u3002\u3053\u3053\u3067\u306f\u3001\u501f\u5165\u91d1\u3092\u4f7f\u3046\u6295\u8cc7\u3067\u306f\u306a\u304f\u3001\u4fdd\u967a\u6599\u3068\u6b7b\u4ea1\u4fdd\u969c\u306e\u95a2\u4fc2\u3092\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u9810\u91d1\u3084\u682a\u5f0f\u3067\u5bb6\u65cf\u306b\u8cc7\u91d1\u3092\u6b8b\u3059\u306b\u306f\u3001\u57fa\u672c\u7684\u306b\u306f\u3001\u305d\u306e\u91d1\u984d\u307e\u3067\u81ea\u5206\u3067\u8cc7\u7523\u3092\u7a4d\u307f\u4e0a\u3052\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u751f\u547d\u4fdd\u967a\u306f\u3001\u4fdd\u967a\u6599\u3092\u652f\u6255\u3046\u3053\u3068\u3067\u3001\u8cc7\u7523\u5f62\u6210\u306e\u9014\u4e2d\u304b\u3089\u307e\u3068\u307e\u3063\u305f\u6b7b\u4ea1\u4fdd\u969c\u3092\u78ba\u4fdd\u3059\u308b\u5f79\u5272\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306e\u6bd4\u8f03\u3067\u306f\u3001\u540c\u3058\u4fdd\u969c\u984d\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306e\u4fdd\u967a\u6599\u3068\u3001\u540c\u3058\u4e88\u7b97\u3067\u78ba\u4fdd\u3067\u304d\u308b\u6b7b\u4ea1\u4fdd\u969c\u306e\u5927\u304d\u3055\u306b\u6ce8\u76ee\u3057\u307e\u3059\u3002\u65e5\u672c\u306e\u5546\u54c1\u3068\u6bd4\u3079\u308b\u969b\u3082\u3001\u5e74\u9f62\u30fb\u5065\u5eb7\u72b6\u614b\u30fb\u901a\u8ca8\u30fb\u6255\u8fbc\u671f\u9593\u30fb\u4fdd\u969c\u671f\u9593\u30fb\u4fdd\u8a3c\u6761\u4ef6\u3092\u305d\u308d\u3048\u308b\u3053\u3068\u3067\u3001\u4fdd\u967a\u6599\u306e\u5dee\u3068\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u898b\u3048\u3066\u304d\u307e\u3059\u3002<\/p>\n<h3>\u9ad8\u984d\u306a\u8cc7\u7523\u627f\u7d99\u306b\u5bfe\u5fdc\u3059\u308b\u6b7b\u4ea1\u4fdd\u969c<\/h3>\n<p>\u30a2\u30e1\u30ea\u30ab\u3067\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u8cc7\u7523\u627f\u7d99\u3084\u4e8b\u696d\u627f\u7d99\u306b\u5bfe\u5fdc\u3059\u308b\u3001\u9ad8\u984d\u306a\u6b7b\u4ea1\u4fdd\u969c\u306e\u5546\u54c1\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070John Hancock\u306f\u3001\u5546\u54c1\u306b\u3088\u3063\u3066\u6700\u59276,500\u4e07\u30c9\u30eb\u306e\u4fdd\u969c\u984d\u3092\u63b2\u8f09\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u8ab0\u3067\u3082\u52a0\u5165\u3067\u304d\u308b\u91d1\u984d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u9ad8\u984d\u4fdd\u969c\u306b\u5bfe\u5fdc\u3059\u308b\u5e02\u5834\u306e\u898f\u6a21\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u300c\u6b7b\u4ea1\u4fdd\u969c\u306b\u4e0a\u9650\u304c\u306a\u3044\u300d\u3068\u3044\u3046\u7406\u89e3\u3088\u308a\u3001<strong>\u5927\u304d\u306a\u8cc7\u7523\u3092\u6301\u3064\u4eba\u306e\u4fdd\u969c\u9700\u8981\u306b\u3082\u5bfe\u5fdc\u3067\u304d\u308b<\/strong>\u3068\u6349\u3048\u308b\u65b9\u304c\u6b63\u78ba\u3067\u3059\u3002\u5b9f\u969b\u306e\u5f15\u53d7\u984d\u306f\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u5e74\u9f62\u3001\u5065\u5eb7\u72b6\u614b\u3001\u8cc7\u7523\u30fb\u53ce\u5165\u3001\u65e2\u5b58\u306e\u4fdd\u967a\u5951\u7d04\u306a\u3069\u306b\u3088\u3063\u3066\u6c7a\u307e\u308a\u307e\u3059\u3002<\/p>\n<p><small>\u53c2\u8003\uff1a<a href=\"https:\/\/www.johnhancock.com\/individual\/life-insurance\" target=\"_blank\" rel=\"noopener noreferrer\">John Hancock\uff1aLife insurance<\/a>\u3002\u63b2\u8f09\u984d\u306f\u4e00\u822c\u306e\u5546\u54c1\u60c5\u5831\u3067\u3042\u308a\u3001\u975e\u5c45\u4f4f\u8005\u3078\u306e\u9069\u7528\u984d\u306f\u500b\u5225\u78ba\u8a8d\u304c\u5fc5\u8981\u3067\u3059\u3002<\/small><\/p>\n<h3>\u30c9\u30eb\u8cc7\u7523\u3092\u9577\u671f\u3067\u80b2\u3066\u308b\u4ed5\u7d44\u307f<\/h3>\n<p>\u8cc7\u7523\u5f62\u6210\u6a5f\u80fd\u306e\u3042\u308b\u751f\u547d\u4fdd\u967a\u3067\u306f\u3001\u5951\u7d04\u5185\u306e\u8cc7\u91d1\u306b\u5229\u606f\u306a\u3069\u304c\u4ed8\u304f\u4ed5\u7d44\u307f\u3084\u3001\u9078\u629e\u3057\u305f\u904b\u7528\u5148\u306e\u6210\u679c\u304c\u53cd\u6620\u3055\u308c\u308b\u4ed5\u7d44\u307f\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u682a\u4fa1\u6307\u6570\u306e\u52d5\u304d\u306b\u5fdc\u3058\u3066\u5229\u606f\u304c\u6c7a\u307e\u308b\u5546\u54c1\u3068\u3001\u30d5\u30a1\u30f3\u30c9\u306a\u3069\u3067\u76f4\u63a5\u904b\u7528\u3059\u308b\u5546\u54c1\u3067\u306f\u3001\u304a\u91d1\u306e\u5897\u3048\u65b9\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u6307\u6570\u9023\u52d5\u578b\u3067\u3082\u3001\u682a\u4fa1\u6307\u6570\u306e\u4e0a\u6607\u5206\u3092\u305d\u306e\u307e\u307e\u53d7\u3051\u53d6\u308c\u308b\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u5229\u606f\u306e\u8a08\u7b97\u6761\u4ef6\u304c\u3042\u308a\u307e\u3059\u3002\u30d5\u30a1\u30f3\u30c9\u904b\u7528\u578b\u3067\u306f\u3001\u5e02\u5834\u5909\u52d5\u304c\u5951\u7d04\u5185\u306e\u8cc7\u91d1\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u8aad\u8005\u304c\u78ba\u8a8d\u3057\u305f\u3044\u306e\u306f\u3001\u5546\u54c1\u540d\u3084\u7565\u79f0\u3092\u899a\u3048\u308b\u3053\u3068\u3088\u308a\u3001\u6b21\u306e3\u70b9\u3067\u3059\u3002<\/p>\n<ul>\n<li>\u4f55\u3092\u57fa\u6e96\u306b\u8cc7\u91d1\u304c\u5897\u3048\u308b\u306e\u304b<\/li>\n<li>\u904b\u7528\u6210\u679c\u304b\u3089\u3001\u3069\u306e\u3088\u3046\u306a\u8cbb\u7528\u304c\u5dee\u3057\u5f15\u304b\u308c\u308b\u306e\u304b<\/li>\n<li>\u3069\u3053\u307e\u3067\u4fdd\u8a3c\u3055\u308c\u3001\u3069\u3053\u304b\u3089\u904b\u7528\u7d50\u679c\u306b\u5de6\u53f3\u3055\u308c\u308b\u306e\u304b<\/li>\n<\/ul>\n<p><strong>\u6b7b\u4ea1\u4fdd\u969c\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u904b\u7528\u306e\u6210\u679c\u3082\u6bd4\u8f03\u3067\u304d\u308b\u3053\u3068<\/strong>\u304c\u3001\u8cc7\u7523\u5f62\u6210\u578b\u306e\u751f\u547d\u4fdd\u967a\u3092\u691c\u8a0e\u3059\u308b\u7406\u7531\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u904b\u7528\u306e\u60f3\u5b9a\u6570\u5b57\u3068\u3001\u5951\u7d04\u8005\u304c\u5b9f\u969b\u306b\u53d7\u3051\u53d6\u308b\u91d1\u984d\u306f\u5206\u3051\u3066\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p><strong>\u52d5\u753b\u3067\u3082\u3001\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306e\u5546\u54c1\u6982\u8981\u3068\u6d3b\u7528\u4e8b\u4f8b\u3092\u7d39\u4ecb\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n<div style=\"position: relative; width: 100%; padding-top: 56.25%;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: 0;\" title=\"\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306e\u5546\u54c1\u6982\u8981\u3068\u4e8b\u4f8b\u306e\u7d39\u4ecb\" src=\"https:\/\/www.youtube.com\/embed\/qxwbPHpIvHo\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><small>\u52d5\u753b\u5185\u306e\u5546\u54c1\u6761\u4ef6\u3084\u6570\u5024\u306f\u64ae\u5f71\u6642\u70b9\u306e\u3082\u306e\u3067\u3059\u3002\u73fe\u5728\u306e\u6761\u4ef6\u306f\u6700\u65b0\u306e\u8a2d\u8a08\u66f8\u3067\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/small><\/p>\n<h2>3. \u76f8\u7d9a\u5bfe\u7b56\u306f\u3001\u8cc7\u7523\u306e\u5727\u7e2e\u304b\u3089\u7d0d\u7a0e\u8cc7\u91d1\u306e\u6e96\u5099\u307e\u3067<\/h2>\n<p>\u76f8\u7d9a\u5bfe\u7b56\u3067\u306f\u3001\u4e0d\u52d5\u7523\u3084\u81ea\u793e\u682a\u306e\u8a55\u4fa1\u3092\u3069\u3046\u6291\u3048\u308b\u304b\u306b\u95a2\u5fc3\u304c\u96c6\u307e\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u8a55\u4fa1\u3092\u6291\u3048\u308b\u5bfe\u7b56\u3060\u3051\u3067\u3001\u76f8\u7d9a\u306e\u8cc7\u91d1\u554f\u984c\u304c\u3059\u3079\u3066\u89e3\u6c7a\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p><strong>\u4e0d\u52d5\u7523\u3084\u81ea\u793e\u682a\u306f\u3042\u308b\u306e\u306b\u3001\u76f8\u7d9a\u7a0e\u3092\u6255\u3046\u73fe\u91d1\u304c\u8db3\u308a\u306a\u3044\u3002<\/strong>\u8cc7\u7523\u3092\u591a\u304f\u6301\u3064\u5bb6\u65cf\u307b\u3069\u3001\u3053\u306e\u554f\u984c\u3092\u4e8b\u524d\u306b\u8003\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3>\u5bb6\u65cf\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u8cc7\u7523\u3068\u3001\u7a0e\u91d1\u3092\u6255\u3046\u8cc7\u91d1\u3092\u7528\u610f\u3059\u308b<\/h3>\n<p>\u8cc3\u6599\u3092\u751f\u3080\u4e0d\u52d5\u7523\u3084\u3001\u7d4c\u55b6\u3092\u7d9a\u3051\u305f\u3044\u4f1a\u793e\u306e\u682a\u5f0f\u306f\u3001\u5bb6\u65cf\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u8cc7\u7523\u3067\u3059\u3002\u4e00\u65b9\u3001\u76f8\u7d9a\u7a0e\u306a\u3069\u306e\u652f\u6255\u3044\u306b\u306f\u73fe\u91d1\u304c\u5fc5\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u7d0d\u7a0e\u306e\u305f\u3081\u306b\u4e0d\u52d5\u7523\u3092\u58f2\u308b\u5834\u5408\u3001\u5e0c\u671b\u3059\u308b\u6642\u671f\u3084\u4fa1\u683c\u3067\u58f2\u5374\u3067\u304d\u308b\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002\u81ea\u793e\u682a\u3092\u6301\u3064\u5bb6\u65cf\u3067\u3082\u3001\u4f1a\u793e\u306e\u8cc7\u91d1\u3068\u500b\u4eba\u306e\u7d0d\u7a0e\u8cc7\u91d1\u306f\u5225\u306b\u8003\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u3053\u3067\u3001\u6b7b\u4ea1\u4fdd\u967a\u91d1\u3092\u7d0d\u7a0e\u8cc7\u91d1\u306b\u5145\u3066\u308b\u8a2d\u8a08\u3092\u7d44\u307f\u5408\u308f\u305b\u307e\u3059\u3002\u4fdd\u967a\u6599\u306b\u5bfe\u3057\u3066\u5927\u304d\u306a\u6b7b\u4ea1\u4fdd\u969c\u3092\u78ba\u4fdd\u3059\u308b\u30ec\u30d0\u30ec\u30c3\u30b8\u306f\u3001<strong>\u8cc7\u7523\u3092\u4fdd\u6709\u3057\u7d9a\u3051\u308b\u305f\u3081\u306e\u73fe\u91d1\u3092\u5bb6\u65cf\u306b\u6b8b\u3059<\/strong>\u5834\u9762\u3067\u529b\u3092\u767a\u63ee\u3057\u307e\u3059\u3002<\/p>\n<p>\u4fdd\u967a\u304c\u76f8\u7d9a\u7a0e\u305d\u306e\u3082\u306e\u3092\u306a\u304f\u3059\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8cc7\u7523\u8a55\u4fa1\u3092\u6291\u3048\u308b\u5bfe\u7b56\u3068\u3001\u652f\u6255\u3046\u8cc7\u91d1\u3092\u78ba\u4fdd\u3059\u308b\u5bfe\u7b56\u3092\u4f75\u305b\u3066\u8003\u3048\u308b\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n<h3>\u8cc7\u7523\u5f62\u6210\u3068\u76f8\u7d9a\u5bfe\u7b56\u3092\u3001\u3072\u3068\u3064\u306e\u8a2d\u8a08\u3067\u8003\u3048\u308b<\/h3>\n<p>\u751f\u5b58\u4e2d\u306f\u5951\u7d04\u5185\u306e\u8cc7\u91d1\u3092\u80b2\u3066\u3001\u6b7b\u4ea1\u6642\u306b\u306f\u5bb6\u65cf\u3078\u306e\u4fdd\u969c\u3092\u78ba\u4fdd\u3059\u308b\u3002\u3053\u306e2\u3064\u3092\u898b\u306a\u304c\u3089\u3001\u4fdd\u967a\u6599\u3001\u6b7b\u4ea1\u4fdd\u969c\u984d\u3001\u5c06\u6765\u306e\u89e3\u7d04\u3084\u5f15\u304d\u51fa\u3057\u3092\u8a2d\u8a08\u3057\u307e\u3059\u3002<\/p>\n<p>\u305f\u3060\u3057\u3001\u5951\u7d04\u5185\u306e\u8cc7\u91d1\u3092\u5f15\u304d\u51fa\u3059\u3053\u3068\u304c\u3001\u6b7b\u4ea1\u4fdd\u969c\u3084\u5951\u7d04\u306e\u7d99\u7d9a\u306b\u5f71\u97ff\u3059\u308b\u5546\u54c1\u3082\u3042\u308a\u307e\u3059\u3002\u5c06\u6765\u81ea\u5206\u304c\u4f7f\u3044\u305f\u3044\u91d1\u984d\u3068\u3001\u5bb6\u65cf\u306b\u6b8b\u3057\u305f\u3044\u4fdd\u969c\u984d\u3092\u3001\u6700\u521d\u306b\u6574\u7406\u3057\u3066\u304a\u304f\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30c9\u30eb\u5efa\u3066\u6b7b\u4ea1\u4fdd\u967a\u91d1\u3092\u5186\u3067\u7d0d\u7a0e\u3059\u308b\u5834\u5408\u306f\u3001\u70ba\u66ff\u3068\u63db\u91d1\u306e\u624b\u7d9a\u304d\u3082\u542b\u3081\u3066\u6e96\u5099\u3057\u307e\u3059\u3002\u6cd5\u4eba\u3084Trust\u304c\u53d7\u3051\u53d6\u308b\u8a2d\u8a08\u306a\u3089\u3001\u305d\u306e\u8cc7\u91d1\u3092\u5bb6\u65cf\u304c\u4f7f\u3048\u308b\u3088\u3046\u306b\u306a\u308b\u307e\u3067\u306e\u6d41\u308c\u3082\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p><strong>\u4fdd\u967a\u91d1\u306e\u5927\u304d\u3055\u3060\u3051\u3067\u306a\u304f\u3001\u5fc5\u8981\u306a\u4eba\u306b\u3001\u5fc5\u8981\u306a\u6642\u671f\u306b\u3001\u4f7f\u3048\u308b\u8cc7\u91d1\u3068\u3057\u3066\u5c4a\u304f\u304b\u3002<\/strong>\u3053\u3053\u307e\u3067\u8003\u3048\u3066\u521d\u3081\u3066\u3001\u76f8\u7d9a\u5bfe\u7b56\u3068\u3057\u3066\u306e\u8a2d\u8a08\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5825\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/346268c6315fae5f3fa5810b13bf0d08.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/346268c6315fae5f3fa5810b13bf0d08.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/346268c6315fae5f3fa5810b13bf0d08-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/346268c6315fae5f3fa5810b13bf0d08-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/346268c6315fae5f3fa5810b13bf0d08-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>\n<h2>4. \u52a0\u5165\u524d\u306b\u78ba\u8a8d\u3059\u308b\u8a2d\u8a08\u66f8\u30fb\u5951\u7d04\u306e\u4ed5\u7d44\u307f\u30fb\u6cd5\u4ee4\u3068\u7a0e\u52d9<\/h2>\n<p>\u30a2\u30e1\u30ea\u30ab\u751f\u547d\u4fdd\u967a\u306f\u9577\u671f\u306e\u5951\u7d04\u3067\u3059\u3002\u52a0\u5165\u6642\u306e\u9b45\u529b\u3060\u3051\u3067\u306a\u304f\u3001\u4fdd\u967a\u6599\u306e\u652f\u6255\u3044\u304b\u3089\u5c06\u6765\u306e\u53d7\u3051\u53d6\u308a\u307e\u3067\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<h3>\u8a2d\u8a08\u66f8\u306e\u5229\u7387\u3068\u3001\u624b\u5143\u306b\u6b8b\u308b\u6210\u679c\u3092\u5206\u3051\u3066\u898b\u308b<\/h3>\n<p>\u8a2d\u8a08\u66f8\u306b\u793a\u3055\u308c\u308b\u60f3\u5b9a\u5229\u7387\u306f\u3001\u652f\u6255\u3063\u305f\u4fdd\u967a\u6599\u5168\u4f53\u304c\u3001\u305d\u306e\u7387\u3067\u5897\u3048\u308b\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4fdd\u969c\u306e\u305f\u3081\u306e\u8cbb\u7528\u3084\u5951\u7d04\u7ba1\u7406\u8cbb\u7528\u306a\u3069\u304c\u3042\u308a\u3001\u4fdd\u967a\u6599\u3092\u652f\u6255\u3046\u6642\u671f\u3082\u7570\u306a\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u3001\u8a2d\u8a08\u66f8\u3067\u5e746\uff05\u3092\u60f3\u5b9a\u3057\u3066\u3044\u3066\u3082\u3001\u300c\u6255\u3063\u305f\u4fdd\u967a\u6599\u304c\u6bce\u5e746\uff05\u305a\u3064\u5897\u3048\u3001\u305d\u306e\u307e\u307e\u89e3\u7d04\u6642\u306b\u53d7\u3051\u53d6\u308c\u308b\u300d\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002\u3053\u306e6\uff05\u306f\u8aac\u660e\u306e\u305f\u3081\u306e\u4eee\u5b9a\u3067\u3042\u308a\u3001\u7279\u5b9a\u5546\u54c1\u306e\u5229\u7387\u3092\u793a\u3059\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u6bd4\u8f03\u3059\u308b\u3068\u304d\u306f\u3001<strong>\u4f55\u5e74\u9593\u3067\u5408\u8a08\u3044\u304f\u3089\u6255\u3044\u300110\u5e74\u5f8c\u30fb20\u5e74\u5f8c\u306b\u89e3\u7d04\u3059\u308b\u3068\u3044\u304f\u3089\u53d7\u3051\u53d6\u308c\u308b\u304b<\/strong>\u3092\u898b\u307e\u3059\u3002\u3053\u308c\u306a\u3089\u3001\u904b\u7528\u306e\u6570\u5b57\u3092\u81ea\u5206\u306e\u304a\u91d1\u306e\u6210\u679c\u3068\u3057\u3066\u7406\u89e3\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u3055\u3089\u306b\u3001\u4fdd\u8a3c\u3055\u308c\u308b\u91d1\u984d\u3068\u3001\u60f3\u5b9a\u3069\u304a\u308a\u306b\u63a8\u79fb\u3057\u305f\u5834\u5408\u306e\u91d1\u984d\u3092\u5206\u3051\u3001\u60f3\u5b9a\u3088\u308a\u4f4e\u3044\u904b\u7528\u3067\u3082\u5951\u7d04\u304c\u7d9a\u304f\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u5909\u984d\u578b\u306e\u5546\u54c1\u3067\u306f\u3001\u8cbb\u7528\u3084\u904b\u7528\u640d\u5931\u306b\u3088\u3063\u3066\u5951\u7d04\u7dad\u6301\u306b\u5fc5\u8981\u306a\u8cc7\u91d1\u304c\u4e0d\u8db3\u3057\u3001\u5931\u52b9\u3059\u308b\u30ea\u30b9\u30af\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<p><small>\u53c2\u8003\uff1a<a href=\"https:\/\/www.investor.gov\/introduction-investing\/investing-basics\/investment-products\/variable-life\" target=\"_blank\" rel=\"noopener noreferrer\">\u7c73\u56fdSEC\u30fbInvestor.gov\uff1aVariable Life Insurance<\/a><\/small><\/p>\n<h3>\u52a0\u5165\u6761\u4ef6\u3068\u3001\u5951\u7d04\u8005\u30fb\u88ab\u4fdd\u967a\u8005\u30fb\u53d7\u53d6\u4eba\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n<p>\u975e\u5c45\u4f4f\u8005\u306e\u52a0\u5165\u6761\u4ef6\u306f\u3001\u4fdd\u967a\u4f1a\u793e\u3084\u5546\u54c1\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002\u5c45\u4f4f\u56fd\u3001\u7c73\u56fd\u3068\u306e\u95a2\u4fc2\u3001\u8cc7\u7523\u30fb\u53ce\u5165\u3001\u5065\u5eb7\u72b6\u614b\u3001\u624b\u7d9a\u304d\u306e\u5834\u6240\u306a\u3069\u304c\u78ba\u8a8d\u4e8b\u9805\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th scope=\"col\">\u5f79\u5272<\/th>\n<th scope=\"col\">\u78ba\u8a8d\u3059\u308b\u3053\u3068<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<th scope=\"row\">\u5951\u7d04\u8005<\/th>\n<td>\u8ab0\u304c\u5951\u7d04\u3092\u4fdd\u6709\u3057\u3001\u5909\u66f4\u30fb\u89e3\u7d04\u306a\u3069\u306e\u6a29\u5229\u3092\u6301\u3064\u304b<\/td>\n<\/tr>\n<tr>\n<th scope=\"row\">\u88ab\u4fdd\u967a\u8005<\/th>\n<td>\u8ab0\u306e\u6b7b\u4ea1\u3092\u4fdd\u969c\u3059\u308b\u304b<\/td>\n<\/tr>\n<tr>\n<th scope=\"row\">\u53d7\u53d6\u4eba<\/th>\n<td>\u8ab0\u304c\u6b7b\u4ea1\u4fdd\u967a\u91d1\u3092\u53d7\u3051\u53d6\u308b\u304b<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/2065\/\">LLC\uff08\u6709\u9650\u8cac\u4efb\u4f1a\u793e\uff09<\/a>\u306a\u3069\u306e\u7c73\u56fd\u6cd5\u4eba\u3084\u3001Trust\u3092\u4f7f\u3046\u5951\u7d04\u5f62\u614b\u3082\u3042\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u8a2d\u7acb\u3059\u308c\u3070\u4e00\u5f8b\u306b\u52a0\u5165\u3067\u304d\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5229\u7528\u76ee\u7684\u3001\u4fdd\u967a\u4f1a\u793e\u306e\u6761\u4ef6\u3001\u8a2d\u7acb\u30fb\u7dad\u6301\u8cbb\u3001\u7a0e\u52d9\u3084\u7533\u544a\u3092\u78ba\u8a8d\u3057\u3066\u9078\u3073\u307e\u3059\u3002<\/p>\n<p>Trust\u306f\u4f1a\u793e\u3068\u540c\u3058\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u4fe1\u8a17\u306e\u4ed5\u7d44\u307f\u3067\u3059\u3002\u5951\u7d04\u3092\u7ba1\u7406\u3059\u308b<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/2966\/\">Trustee\uff08\u53d7\u8a17\u8005\uff09<\/a>\u306e\u6a29\u9650\u3084\u3001\u53d7\u76ca\u8005\u3078\u306e\u8cc7\u91d1\u5206\u914d\u3082\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p>\u8cc7\u7523\u627f\u7d99\u306b\u4f7f\u308f\u308c\u308b\u4fe1\u8a17\u306e\u57fa\u672c\u7684\u306a\u8003\u3048\u65b9\u306f\u3001<a href=\"https:\/\/credi-tech.co.jp\/article\/\u6d77\u5916\u6295\u8cc7\u7528\u8a9e\u96c6\/2317\/\">Living Trust\uff08\u30ea\u30d3\u30f3\u30b0\u30c8\u30e9\u30b9\u30c8\uff09\u306e\u7528\u8a9e\u89e3\u8aac<\/a>\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u751f\u547d\u4fdd\u967a\u3092\u4fdd\u6709\u3059\u308b\u4fe1\u8a17\u306e\u7a2e\u985e\u3068\u8a2d\u8a08\u306f\u3001\u76ee\u7684\u306b\u5fdc\u3058\u3066\u500b\u5225\u306b\u691c\u8a0e\u3057\u307e\u3059\u3002<\/p>\n<h3>\u65e5\u672c\u306e\u5c45\u4f4f\u8005\u306f\u3001\u4fdd\u967a\u696d\u6cd5\u306e\u78ba\u8a8d\u304c\u5fc5\u8981<\/h3>\n<p>\u65e5\u672c\u306b\u4f4f\u6240\u30fb\u5c45\u6240\u304c\u3042\u308b\u4eba\u306b\u3064\u3044\u3066\u306f\u3001\u6d77\u5916\u4fdd\u967a\u3078\u306e\u52a0\u5165\u306b\u65e5\u672c\u306e\u4fdd\u967a\u696d\u6cd5\u304c\u95a2\u308f\u308a\u307e\u3059\u3002\u91d1\u878d\u5e81\u306f\u3001\u65e5\u672c\u306e\u514d\u8a31\u3092\u6301\u305f\u306a\u3044\u5916\u56fd\u4fdd\u967a\u696d\u8005\u306b\u3088\u308b\u5951\u7d04\u306b\u3064\u3044\u3066\u3001\u4fdd\u967a\u696d\u6cd5186\u6761\u306b\u57fa\u3065\u304f\u539f\u5247\u7684\u306a\u7981\u6b62\u3068\u8a31\u53ef\u306e\u5fc5\u8981\u6027\u3092\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002\u5224\u65ad\u306e\u8ef8\u306f\u3001\u65e5\u672c\u56fd\u7c4d\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u73fe\u5730\u3067\u5951\u7d04\u3059\u308b\u3053\u3068\u3084\u3001LLC\u30fbTrust\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3060\u3051\u3067\u3001\u65e5\u672c\u5074\u306e\u554f\u984c\u304c\u89e3\u6d88\u3059\u308b\u3068\u5224\u65ad\u3057\u3066\u306f\u3044\u3051\u307e\u305b\u3093\u3002\u5c45\u4f4f\u5730\u3001\u88ab\u4fdd\u967a\u8005\u3001\u5951\u7d04\u5f62\u614b\u3001\u52df\u96c6\u30fb\u7533\u8fbc\u624b\u7d9a\u304d\u306e\u5b9f\u614b\u3092\u8e0f\u307e\u3048\u3001\u52a0\u5165\u524d\u306b\u5c02\u9580\u5bb6\u3078\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p>\u7a0e\u52d9\u3082\u3001\u6d77\u5916\u53e3\u5ea7\u3067\u53d7\u3051\u53d6\u308b\u304b\u3069\u3046\u304b\u3060\u3051\u3067\u306f\u6c7a\u307e\u308a\u307e\u305b\u3093\u3002\u8ab0\u304c\u4fdd\u967a\u6599\u3092\u8ca0\u62c5\u3057\u3001\u8ab0\u304c\u53d7\u3051\u53d6\u308b\u304b\u3001\u3069\u3053\u306b\u5c45\u4f4f\u3057\u3066\u3044\u308b\u304b\u3092\u6574\u7406\u3057\u3001\u89e3\u7d04\u6642\u30fb\u6b7b\u4ea1\u6642\u306e\u53d6\u308a\u6271\u3044\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p><small>\u53c2\u8003\uff1a<a href=\"https:\/\/www.fsa.go.jp\/news\/r6\/hoken\/20241017\/20241017.html\" target=\"_blank\" rel=\"noopener noreferrer\">\u91d1\u878d\u5e81\uff1a\u514d\u8a31\u3092\u6709\u3057\u306a\u3044\u5916\u56fd\u4fdd\u967a\u696d\u8005\u306e\u4fdd\u967a\u5951\u7d04\u306e\u52e7\u8a98\u306b\u3064\u3044\u3066<\/a>\uff0f<a href=\"https:\/\/www.fsa.go.jp\/receipt\/soudansitu\/advice02.html\" target=\"_blank\" rel=\"noopener noreferrer\">\u91d1\u878d\u5e81\uff1a\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5229\u7528\u8005\u76f8\u8ac7\u5ba4<\/a><\/small><\/p>\n<h3>\u4fdd\u967a\u6599\u3092\u6255\u3044\u7d42\u3048\u305f\u5f8c\u3082\u3001\u5951\u7d04\u3092\u7ba1\u7406\u3059\u308b<\/h3>\n<p>\u8a2d\u8a08\u66f8\u4e0a\u306e\u6255\u8fbc\u4e88\u5b9a\u304c\u7d42\u308f\u3063\u3066\u3082\u3001\u5951\u7d04\u5185\u3067\u4fdd\u969c\u3084\u7ba1\u7406\u306e\u8cbb\u7528\u304c\u5dee\u3057\u5f15\u304b\u308c\u308b\u5546\u54c1\u304c\u3042\u308a\u307e\u3059\u3002\u6255\u8fbc\u7d42\u4e86\u3068\u3001\u305d\u306e\u5f8c\u306e\u8cbb\u7528\u304c\u306a\u304f\u306a\u308b\u3053\u3068\u306f\u540c\u3058\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u52a0\u5165\u5f8c\u3082\u3001\u5951\u7d04\u5185\u306e\u8cc7\u91d1\u3001\u6b7b\u4ea1\u4fdd\u969c\u3001\u53d7\u53d6\u4eba\u3001\u4f4f\u6240\u30fb\u5c45\u4f4f\u5730\u306e\u5909\u66f4\u306a\u3069\u3092\u7d99\u7d9a\u3057\u3066\u78ba\u8a8d\u3057\u307e\u3059\u3002\u4e0d\u52d5\u7523\u306e\u58f2\u5374\u3001\u9000\u8077\u3001\u6d77\u5916\u79fb\u4f4f\u3001\u5bb6\u65cf\u69cb\u6210\u306e\u5909\u5316\u306b\u5408\u308f\u305b\u3066\u3001\u8a2d\u8a08\u3092\u898b\u76f4\u3059\u3053\u3068\u3082\u5fc5\u8981\u3067\u3059\u3002<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5824\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/278e54b9d0a441abc0e3ba2857bc2e51.jpg\" alt=\"\" width=\"1536\" height=\"1024\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/278e54b9d0a441abc0e3ba2857bc2e51.jpg 1536w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/278e54b9d0a441abc0e3ba2857bc2e51-300x200.jpg 300w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/278e54b9d0a441abc0e3ba2857bc2e51-1024x683.jpg 1024w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2020\/05\/278e54b9d0a441abc0e3ba2857bc2e51-768x512.jpg 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>\n<h2>5. \u9999\u6e2f\u306e\u8caf\u84c4\u578b\u30fb\u6b7b\u4ea1\u4fdd\u969c\u30fb\u533b\u7642\u4fdd\u967a\u3082\u9078\u629e\u80a2\u306b<\/h2>\n<p>\u30c9\u30eb\u8cc7\u7523\u306e\u6d3b\u7528\u3084\u5bb6\u65cf\u3078\u306e\u4fdd\u969c\u3092\u8003\u3048\u308b\u969b\u306f\u3001\u9999\u6e2f\u306e\u4fdd\u967a\u3082\u6bd4\u8f03\u5bfe\u8c61\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u9999\u6e2f\u306e\u4fdd\u967a\u306f\u8caf\u84c4\u578b\u304c\u3088\u304f\u77e5\u3089\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u6b7b\u4ea1\u4fdd\u969c\u3084\u533b\u7642\u4fdd\u969c\u306e\u5546\u54c1\u3082\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070Sun Life\u9999\u6e2f\u3067\u306f\u3001\u751f\u547d\u4fdd\u967a\u306b\u52a0\u3048\u3001\u5165\u9662\u30fb\u624b\u8853\u306a\u3069\u3092\u5bfe\u8c61\u3068\u3059\u308b\u533b\u7642\u4fdd\u967a\u3092\u6271\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6bd4\u8f03\u306e\u5165\u53e3\u306f\u56fd\u540d\u3088\u308a\u3082\u3001\u4f55\u306b\u5099\u3048\u308b\u304b\u3067\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th scope=\"col\">\u76ee\u7684<\/th>\n<th scope=\"col\">\u6bd4\u8f03\u3059\u308b\u5185\u5bb9<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<th scope=\"row\">\u5c06\u6765\u306e\u8cc7\u91d1\u3092\u80b2\u3066\u308b<\/th>\n<td>\u8caf\u84c4\u578b\u4fdd\u967a\u306a\u3069\u306e\u4fdd\u8a3c\u30fb\u975e\u4fdd\u8a3c\u90e8\u5206\u3001\u53d7\u53d6\u984d\u3001\u8cc7\u91d1\u306e\u5f15\u304d\u51fa\u3057\u65b9<\/td>\n<\/tr>\n<tr>\n<th scope=\"row\">\u5bb6\u65cf\u306b\u307e\u3068\u307e\u3063\u305f\u8cc7\u91d1\u3092\u6b8b\u3059<\/th>\n<td>\u6b7b\u4ea1\u4fdd\u969c\u984d\u3001\u4fdd\u967a\u6599\u3001\u4fdd\u969c\u671f\u9593\u3001\u53d7\u53d6\u4eba\u306e\u8a2d\u8a08<\/td>\n<\/tr>\n<tr>\n<th scope=\"row\">\u75c5\u6c17\u3084\u5165\u9662\u306e\u652f\u51fa\u306b\u5099\u3048\u308b<\/th>\n<td>\u533b\u7642\u4fdd\u969c\u306e\u5730\u57df\u3001\u652f\u6255\u9650\u5ea6\u984d\u3001\u5bfe\u8c61\u8cbb\u7528\u3001\u514d\u8cac\u3001\u66f4\u65b0\u6761\u4ef6<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u533b\u7642\u4fdd\u967a\u306f\u8cc7\u7523\u3092\u5897\u3084\u3059\u5546\u54c1\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u5927\u304d\u306a\u533b\u7642\u8cbb\u304b\u3089\u5bb6\u8a08\u3092\u5b88\u308b\u5f79\u5272\u304c\u3042\u308a\u307e\u3059\u3002\u8cc7\u7523\u5f62\u6210\u30fb\u6b7b\u4ea1\u4fdd\u969c\u30fb\u533b\u7642\u4fdd\u969c\u306f\u3001\u305d\u308c\u305e\u308c\u76ee\u7684\u3092\u5206\u3051\u3066\u7d44\u307f\u5408\u308f\u305b\u307e\u3059\u3002<\/p>\n<p>\u9999\u6e2f\u306e\u5546\u54c1\u3067\u3082\u3001\u5c45\u4f4f\u5730\u3084\u5546\u54c1\u306b\u3088\u3063\u3066\u52a0\u5165\u6761\u4ef6\u304c\u7570\u306a\u308a\u307e\u3059\u3002\u8caf\u84c4\u578b\u3067\u52a0\u5165\u3067\u304d\u305f\u304b\u3089\u3001\u540c\u3058\u6761\u4ef6\u3067\u533b\u7642\u4fdd\u967a\u306b\u3082\u52a0\u5165\u3067\u304d\u308b\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u9999\u6e2f\u751f\u547d\u4fdd\u967a\u306e\u7279\u5fb4\u306f\u3001<a href=\"https:\/\/credi-tech.co.jp\/article\/investment\/4830\/\">\u6295\u8cc7\u52b9\u679c\u3001\u5229\u4fbf\u6027\u306e\u9ad8\u3044\u30aa\u30d5\u30b7\u30e7\u30a2\u6295\u8cc7\u30fb\u9999\u6e2f\u751f\u547d\u4fdd\u967a\u306e\u9b45\u529b<\/a>\u3067\u7d39\u4ecb\u3057\u3066\u3044\u307e\u3059\u3002\u8cc7\u7523\u5f62\u6210\u5546\u54c1\u306e\u6bd4\u8f03\u306b\u3064\u3044\u3066\u306f\u3001<a href=\"https:\/\/credi-tech.co.jp\/article\/investment\/5532\/\">\u9999\u6e2f\u8caf\u84c4\u4fdd\u967a\u30fb\u30aa\u30d5\u30b7\u30e7\u30a2\u7a4d\u7acb\u4fdd\u967a\u30fb\u30aa\u30d5\u30b7\u30e7\u30a2\u9810\u91d1\u30fb\u6d77\u5916ETF\u306e\u4f7f\u3044\u5206\u3051\u3068\u6226\u7565\u7684\u6d3b\u7528\u6cd5<\/a>\u3082\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u5404\u8a18\u4e8b\u306e\u5229\u7387\u30fb\u7a0e\u52d9\u30fb\u52a0\u5165\u6761\u4ef6\u306f\u63b2\u8f09\u6642\u70b9\u306e\u60c5\u5831\u3092\u542b\u3080\u305f\u3081\u3001\u5b9f\u884c\u6642\u306b\u306f\u6700\u65b0\u6761\u4ef6\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<p><small>\u53c2\u8003\uff1a<a href=\"https:\/\/www.sunlife.com.hk\/en\/all-products\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sun Life\u9999\u6e2f\uff1a\u5546\u54c1\u4e00\u89a7<\/a>\uff0f<a href=\"https:\/\/www.sunlife.com.hk\/en\/insurance\/health\/medical\/sunhealth-medical-premier\/\" target=\"_blank\" rel=\"noopener noreferrer\">SunHealth Medical Premier<\/a><\/small><\/p>\n<p>\u30c9\u30eb\u8cc7\u7523\u306e\u8a2d\u8a08\u3067\u306f\u3001\u53ce\u76ca\u3092\u751f\u3080\u4e0d\u52d5\u7523\u3084\u682a\u5f0f\u3001\u3059\u3050\u306b\u4f7f\u3048\u308b\u9810\u91d1\u3001\u5c06\u6765\u306e\u8cc7\u91d1\u3068\u6b7b\u4ea1\u4fdd\u969c\u3092\u78ba\u4fdd\u3059\u308b\u751f\u547d\u4fdd\u967a\u3092\u3001\u76ee\u7684\u306b\u5408\u308f\u305b\u3066\u7d44\u307f\u5408\u308f\u305b\u307e\u3059\u3002\u4fdd\u967a\u3092\u9078\u3076\u524d\u306b\u3001\u8cc7\u7523\u5168\u4f53\u306e\u4e2d\u3067\u3069\u306e\u5f79\u5272\u3092\u6301\u305f\u305b\u308b\u304b\u3092\u6c7a\u3081\u308b\u3053\u3068\u304c\u5927\u5207\u3067\u3059\u3002<\/p>\n<div class=\"related-articles\">\n<p>https:\/\/credi-tech.co.jp\/article\/investment\/4830\/<\/p>\n<p>https:\/\/credi-tech.co.jp\/article\/investment\/5532\/<\/p>\n<p>https:\/\/credi-tech.co.jp\/article\/us-realestate\/5761\/<\/p>\n<\/div>\n<a href=\"https:\/\/lin.ee\/Zb3TMeP\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-5437\" src=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line.png\" alt=\"\" width=\"728\" height=\"90\" srcset=\"https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line.png 728w, https:\/\/credi-tech.co.jp\/article\/cms\/design\/uploads\/2025\/06\/728x90-line-300x37.png 300w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a>\n<p><strong>\u30c9\u30eb\u53ce\u76ca\u306e\u518d\u6295\u8cc7\u3068\u3001\u5bb6\u65cf\u3078\u306e\u4fdd\u969c\u30fb\u76f8\u7d9a\u8cc7\u91d1\u3092\u307e\u3068\u3081\u3066\u691c\u8a0e\u3057\u305f\u3044\u65b9\u306f\u3001Credi\u3078\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002<\/strong>\u4e0d\u52d5\u7523\u3084\u91d1\u878d\u8cc7\u7523\u306e\u4fdd\u6709\u72b6\u6cc1\u3001\u4eca\u5f8c\u306e\u53ce\u76ca\u3001\u5bb6\u65cf\u3078\u306e\u627f\u7d99\u65b9\u91dd\u3092\u6574\u7406\u3057\u3001\u95a2\u4fc2\u3059\u308b\u5c02\u9580\u5bb6\u30fb\u4fdd\u967a\u53d6\u6271\u8005\u3068\u9023\u643a\u3057\u3066\u8a2d\u8a08\u3092\u691c\u8a0e\u3057\u307e\u3059\u3002<\/p>\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\">\u00a0<\/div>\n<\/div>\n<div style=\"text-align: center; margin: 30px 0;\"><a style=\"display: inline-block; padding: 16px 40px; background: #0b4f8a; color: #ffffff; font-size: 18px; font-weight: bold; text-decoration: none; border-radius: 6px;\" href=\"https:\/\/credi-tech.co.jp\/contact\/\"> \u4eca\u3059\u3050\u76f8\u8ac7\u3059\u308b <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u30a2\u30e1\u30ea\u30ab\u4e0d\u52d5\u7523\u304b\u3089\u306e\u8cc3\u6599\u53ce\u5165\u3001\u7c73\u56fd\u682a\u306e\u914d\u5f53\u3001\u682a\u5f0f\u3092\u58f2\u5374\u3057\u3066\u5f97\u305f\u5229\u76ca\u3002\u30c9\u30eb\u3067\u53ce\u76ca\u3092\u5f97\u305f\u5f8c\u3001\u6b21\u306b\u8003\u3048\u305f\u3044\u306e\u306f\u3001\u305d\u306e\u8cc7\u91d1\u306e\u6d3b\u7528\u65b9\u6cd5\u3067\u3059\u3002 \u30c9\u30eb\u306e\u307e\u307e\u4fdd\u6709\u3059\u308c\u3070\u901a\u8ca8\u5206\u6563\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u53e3\u5ea7\u306b\u7f6e\u3044\u3066\u304a\u304f\u3060\u3051\u3067\u306f\u3001\u8cc7\u7523\u5f62\u6210\u306e\u9078\u629e\u80a2\u3092\u5341<\/p>\n","protected":false},"author":1,"featured_media":5823,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[661,662,665,667],"tags":[53,618,132,609],"class_list":["post-703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealth","category-asset-management","category-taxation","category-inheritance","tag-53","tag-618","tag-132","tag-609"],"_links":{"self":[{"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/posts\/703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/comments?post=703"}],"version-history":[{"count":15,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/posts\/703\/revisions"}],"predecessor-version":[{"id":5828,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/posts\/703\/revisions\/5828"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/media\/5823"}],"wp:attachment":[{"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/media?parent=703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/categories?post=703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/credi-tech.co.jp\/article\/wp-json\/wp\/v2\/tags?post=703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}