保险与理财规划请找我——97536943保险与理财规划请找我——97536943
专业的财务与保险规划,如有任何疑问,请联系我@9753-6943,dcchen01@gmail.com,我们将竭诚为您服务。
如果您想对理财规划这一行有更深的了解,或者您想成为一名专业的理财顾问,也请联系我们。
业务范围:
个人保险理财规划 (Personal Financial and Insurance Planning):
*资产增值 (Wealth Accumulation)
*家庭收入保障 (Family Income Protection)
*子女教育规划 (Children Education Planning)
*退休规划 (Retirement Planning)
*医疗保险 (Medical Insurance)
*意外保险 (Accident Insurance)
*人寿保险 (Life Insurance)
*房贷保险 (Mortgage Insurance)
*汽车保险 (Motor Insurance)
*旅游保险 (Travel Insurance)
*居家火险 (Home Insurance)
etc
商业保险 (Business Insurance Planning):
*商业继承和持续发展计划 (Business Continuity Plan)
*保护商业价值 (Protecting Business Value)
*首要人物的保险 (Keyman Insurance)
*个人担保商业贷款保障 (Personal Guarantor Shield - Business Loan Protection)
*薪水持续计划 (Salary Continuation Planning)
*董事、经理的红利计划 (Executive Bonus Scheme)
*董监事 (more...)
如何是好
在国内的时候接触过一些保险营销员,只管推销,没有从客户的利益上考虑,有点抗拒他们。但现在国外,对相关的制度和条款不了解,又不得不接触他们,如何是好。