Life insurance and wealth management

Author: Wan Feng
Publisher:
Publish Date: 2002-12-01
Features: "The Life Insurance Education and Training Series Textbooks" is a systematic and standardized professional textbook with the following characteristics: , forming a unique system for the education and training of life insurance business personnel. Second, it clearly divides the training of life insurance business personnel into "education" and "training" two parts. Third, it integrates the basic knowledge of life insurance, sales skills, and real-life typical cases into one. The book is divided into 6 chapters to introduce the basic knowledge of personal financial planning and elaborates in detail the close relationship between life insurance products and personal financial planning. The specific content is as follows: Chapter 1 and Chapter 2 introduce the basic knowledge of personal financial planning and commonly used financial tools; Chapter 3 explains the correct financial planning concepts and the close relationship between life insurance planning and personal financial planning; Chapter 4 focuses on introducing the principles and several common methods of life insurance planning, the relationship between life insurance and tax savings, and how to do tax planning; Chapter 5, as an important part of this book, introduces how to use life insurance for retirement planning; Chapter 6 introduces how life insurance companies invest and manage finances, as well as how to analyze the financial statements and reports of life insurance companies from a financial perspective and their non-traditional life insurance products.