by 飛天老女警
我們是三位居住在不同縣市的 #七萬 #白板 #六筒,分別通過CFP®認證、人身/財產保險經紀人國家考試,分享我們周遭遇到的所見所聞!也希望透過節目聊聊保戶和從業人員間的各種想法,如果有你感同身受的經驗,也歡迎不吝與我們分享。:) - 頻道回饋問卷:https://www.surveycake.com/s/2O7Mo
Language
🇨🇳
Publishing Since
5/2/2023
Email Addresses
1 available
Phone Numbers
0 available
January 14, 2024
<p>本週工作實務分享:CASE遇上許多不合理之處,都在代表著我們的保險環境逐漸步入核保從嚴、理賠也從嚴的困境。越來越多的不利都可能損及消費者的契約權益⋯⋯。</p>
December 31, 2023
<p>2023年末最大一亂,莫過於各家保險公司因應金管會12/26發布的政策走向,緊急在年底陸續跟進停售、改版風波,未來投保第二家實支實付越來越難買?!</p>
December 24, 2023
<p>新手爸媽在喜獲新生的同時,也會提前討論保險規劃,但是你知道市場變動的速度之快,怎麼瞭解大方向、安排投保時程、與新生兒檢查有什麼影響?!本週讓白板分享與客戶的經驗,讓更多爸爸媽媽能瞭解投保觀念!</p>
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