Khóa học này tập trung vào tài chính xuyên biên giới: bảo hiểm Hồng Kông, Bermuda và gia hạn thị thực; dưới đây là phần giới thiệu khóa học và mục lục đầy đủ.
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.
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 & ...
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