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Picture of [Audio] The Way of Four Orders and One Law - 四商一法大单之道

[Audio] The Way of Four Orders and One Law - 四商一法大单之道

Mandarin Focus Session from the Virtual Event
SKU: 20MDRT-56A
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$12.00

Thursday, August 6, 2020 - 10:00 am

Track: Marketing

1、高净值人士购买保险的理由；三权合一的缺陷；能做到“既给又不给”的效果是财富转移与传承的核心，现在就行动但并没有失去；能够做到这个效果的资产，只有保险中的年金和终身寿险。从权属的角度出发，年金和终身寿险是高净值人士的必配资产。
2、如何实现：首先了解客户的资产信息和家庭信息。必须具备资商、法商、税商、企商。贯穿四商的知识，用问导法帮助客户实现财富转移与传承的核心诉求。

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