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完美保單健診致命保單十問

完美保單健診致命保單十問

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Description

課程綱要
1.保單健診對話系統流程建構
2.如何透過保單十問問出客戶保單的問題

3.如何透過「心談」卸下客戶的防備，放心把保單交給你

4.從風險規避、資產累積、財富傳承看保單規劃方向、重點及目的

5.除了補足客戶醫療保障缺口，如何進而補足客戶退休安養、財富傳承的缺口


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