Cross-border Wealth in Practice: Hong Kong Insurance + Bermuda + Visa Renewal, focusing on core tracks such as new Hong Kong insurance regulations, Singapore/Bermuda IUL, family trusts, high-talent visa renewal, and cross-border wealth inheritance. Frontline teams including Wei Jie, Gen Zong, and YF Life take turns breaking it down, covering both in-depth product analysis and platform recruitment and client management insights. With full coverage of policies, products, client acquisition, and visa renewal, it helps financial advisors quickly grasp new market changes, master key approaches for communicating with high-net-worth clients, and build a replicable deal-closing system.

This course not only helps you build a brand-new knowledge framework for cross-border wealth management, but also provides extensive real case breakdowns and frontline practical experience. Through learning, you will gain a deep understanding of the new regulations of the Hong Kong Insurance Authority, the logic of IUL products, and high-talent visa renewal strategies, and master how to build trust, communicate efficiently, and close deals smoothly with high-net-worth clients. Whether you are a newcomer to cross-border finance or an experienced financial advisor, you can find reusable methods here to quickly open up the high-net-worth market.

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• 1.Interpretation of the Hong Kong Insurance Authority's New Policies and Response Strategies
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• 2.Detailed Guide to Postgraduate Study & High-Talent Visa Renewal
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• 3.Under New Macro Trends — Cross-Border Preservation and Inheritance of Wealth for High-Net-Worth Families
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• 4.In-Depth Analysis and Application Process of Singapore and Bermuda IUL Flagship Products
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• 5.Introduction of New Members of the Wealthy Family by YF Life
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• 6.TopOne "Jin Jin" You Wei Episode 1
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• 7."Jin Jin" You Wei - Episode 7 by Wei Jie & Yan Ru
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• 8."Jin Jin" You Wei - Episode 9 by Dong Ni
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• 9."Jin Jin" You Wei - Episode 10 by Gen Zong & Bei Bei
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• 10."Jin Jin" You Wei - Episode 11 by Yuan Yuan & Sun Qing
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• 11."Jin Jin" You Wei - Episode 14 by Gen Zong
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• 12."Jin Jin" You Wei Episode 15 by Samantha
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• 13."Jin Jin" You Wei - Episode 16 by Meng Meng & Bei Bei
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• 14."Jin Jin" You Wei Episode 17 - by Gen Zong
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• 15.TopOne | Platform Partner Internal Meeting
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• 16.TopOne IFA Q4 Recruitment
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💡 Learning Tip:Content reflects industry practices at time of publication. Please refer to the latest platform rules when learning.