China Projects

The cross-border wealth practice course: Hong Kong insurance new rules x Bermuda IUL x high-talent renewal - a deep teardown guide to the high-net-worth client-management and wealth-inheritance closing system full-process practical guide

📚Video Course
📂E-commerce
🕒Last updated: 08/15/2026
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👥Entrepreneurs / Self-media creators / Cross-border e-commerce sellers / Side-hustlers
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Description
Cross border wealth Hong Kong insurance IULHigh net worth client wealth inheritance closing

Course Intro

This is a practice course focused on cross-border wealth management and high-net-worth client service, built around Hong-Kong insurance, the Hong-Kong Insurance Authority's new policy, Singapore/Bermuda IUL, family trusts, high-talent renewal and cross-border wealth inheritance. It is teardown by front-line teams like Sister Wei, Gen-Zong and Wan-Tong with market experience - deeply teaching HK-insurance policy changes, IUL product features and application flow, while covering high-net-worth family asset preservation/inheritance, graduate study and high-talent renewal, platform-partner recruitment and client management. It helps financial advisers promptly grasp cross-border wealth-market changes, building the complete business thinking from policy understanding and product allocation to client communication, resource management and closing conversion.

Who It's For

  1. HK-insurance and cross-border insurance practitioners; 2. high-net-worth financial advisers; 3. wealth-management practitioners; 4. high-talent-renewal service practitioners; 5. people wanting to enter the cross-border wealth track.

Supporting Study Materials

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

Subscribe and unlock the course to view the supporting materials access links.

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