Transitioning to High Net Worth Clients: Life Insurance Planning Essentials
課程資料只提供英文版本。
Course Outline
- Understand how life insurance planning changes for HNW clients vs. mass market
- Identify the expanded range of needs and planning objectives for affluent clients
- Adapt conversation approaches and positioning for sophisticated clients
- Recognise when basic solutions work and when specialist involvement is needed
Speaker
Mr. Steve Kean
Steve Kean has over 3 decades of experience in international financial planning and wealth management, with a background that includes strategic and transformation management consulting and establishing and expanding successful life insurance platforms with 2 leading international private banks. Steve has trained thousands of professionals in Europe and across Asia through workshops designed to simplify complex financial concepts. Passionate about empowering others with actionable knowledge, he is committed to elevating industry standards and positive client outcomes.
請注意: 本課程將透過 Zoom平台以視像課程形式進行，學員需要使用有視像功能的電腦 / 平板電腦，並建議於上課期間使用穩定的網絡系統連結。