China Projects

Doing cross-border wealth: HK insurance + Bermuda + renewal - helping financial advisers quickly grasp new market changes, master high-net-worth client communication, building a replicable closing system

📚Video Course
📂E-commerce
🕒Last updated: 08/14/2026
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👥Entrepreneurs / Self-media creators / Cross-border e-commerce sellers / Side-hustlers
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Description
Cross-border wealth: HK insurance + Bermuda + renewal

Course Intro

Doing cross-border wealth: HK insurance + Bermuda + renewal - centered on HK-insurance new rules, Singapore/Bermuda IUL, family trusts, high-talent renewal and cross-border wealth inheritance. Front-line teams like Sister Wei, Gen-Zong and Wan-Tong take turns teardown - both deep product analysis and platform recruitment and client-management methods. Policy, product, acquisition and renewal fully covered - helping financial advisers quickly grasp new market changes, master high-net-worth client communication leverage, and build a replicable closing system.

Course Catalog

01 Golden-Taste episode 7 by Wei & Yan-Ru; 02 episode 9 by Dong-Ni; 03 episode 10 by Gen-Zong & Bei-Bei; 04 episode 11 by Yuan-Yuan & Sun-Qing; 05 episode 14 by Gen-Zong; 06 episode 15 by Samantha; 07 episode 16 by Meng-Meng & Bei-Bei; 08 episode 17 by Gen-Zong; 09 interpreting the HK Insurance Authority's new policy and response; 10 deep analysis of Singapore/Bermuda IUL flagship products and the application flow; 11 graduate study & ...

Supporting Study Materials

This course comes with a materials pack. Members receive the access link by email after requesting the course.

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China Projects — one person, one company. No team, no middlemen. Every model here is already proven in China. Join the membership, study it as reference, and launch it locally in your country.

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