二月 16 2024 / Annual Meeting
如何透過分析家庭財務報表取得成功
金融保險業務從業人員該如何透過專業分析來促成高額壽險銷售，首先，透過專業的需求分析喚起客戶對於保障的重視；接著，利用家庭財務報表分析來識別財務風險；然後，為客戶的人生下半場做好財富規劃；最後，運用標準普爾的資產配置幫助客戶制定合適的預算規劃。演講者強調，保險不僅僅是解決經濟問題，更是對家庭的一種責任承擔，能夠幫助客戶在生命的不同階段實現財富的傳承。他勉勵壽險顧問要堅持自己的信念，幫助每一個家庭達到財務上的安心與無憂。
涵蓋主題
![打造專業橋樑：跨專業合作的成功秘訣 [黃瑜惠 Yu-Hui Huang]](https://www.mdrt.org/globalassets/digizuite/32700-en-tw_written-interivew_ms.-yu-hui-huang_building-professional-bridges-thumbnail.jpg?height=268&crop=0,0,268,268)
![解碼客戶心理：創造好奇心 [施佩宜 Pei-Yi Shih]](https://www.mdrt.org/globalassets/digizuite/32699-en-tw_written-interivew_ms.-pei-yi-shih_decoding-customer-psychology-thumbnail.jpg?height=268&crop=0,0,268,268)
![生活與工作的完美交響：MDRT全人精神的實踐 [何政穎 Cheng Ying Ho]](https://www.mdrt.org/globalassets/digizuite/32697-en-tw_written-interivew_mr.-cheng-ying-ho_the-perfect-symphony-of-life-and-work-thumbnail.jpg?height=268&crop=0,0,268,268)
![跨界築夢：轉型路上的挑戰與機遇 [柯建宇 Jian Yu Ke]](https://www.mdrt.org/globalassets/digizuite/32601-en-tw_written-interivew_mr.-jian-yu-ke_building-dreams-across-borders-thumbnail.jpg?height=268&crop=0,0,268,268)
![創造無限可能：個人形象的力量 [張修銘 Hsiu-Ming Chang]](https://www.mdrt.org/globalassets/digizuite/32600-en-tw_written-interivew_mr.-hsiu-ming-chang_creating-infinite-possibilities-thumbnail.jpg?height=268&crop=0,0,268,268)
![尊重與自律的力量 [陳雅婷]](https://www.mdrt.org/globalassets/digizuite/32503-en-tw_written-interivew_ms.-ya-ting-chen_the-power-of-respect-and-self-discipline-thumbnail.png?height=268&crop=0,0,268,268)
![理財顧問的微光：在拒絕中尋找契機 [鄭心仁]](https://www.mdrt.org/globalassets/digizuite/32499-en-tw_written-interivew_ms.-lucy-hsin-jen-cheng_protrait-thumbnail.png?height=268&crop=0,0,268,268)
![打造和諧生活：專業金融財務顧問的時間分配藝術 [鄧惠月]](https://www.mdrt.org/globalassets/digizuite/32496-en-tw_written-interivew_ms.-hui-yueh-teng-cfp-rfc_create-a-harmonious-life-thumbnail.png?height=268&crop=0,0,268,268)
![資產之舟：航向財富的安全港 [劉約崙 Yo-lun Liu]](https://www.mdrt.org/globalassets/digizuite/32375-en-tw_written-interview_mr.-yo-lun-liu_the-vessel-of-assets-thumbnail.jpg?height=268&crop=0,0,268,268)