高階課程及現場培訓錄影課程

我們尚有高階課程及現場培訓錄影課程, 可供您在泛宇的任何辦公室察看.

請聯繫您的 Sales Support 以獲取更多詳細信息.

  1. Foreign National/ FATCA CRS

  2. Product Design/ Basic Product Comparison

  3. Q&A/ Common Objections

  4. 8 Ways to Sell

  5. Case Study/ Top Producers

  6. How to Get Started / Prospect List

  7. 5 Step Closing / Client Presentation

  8. Globalink, VUL, Mutual Funds

  9. Advanced Underwriting

  10. Seminar Selling

  11. Business Insurance

  12. Potential Risk for Premium Finance

  13. Individual Tax

  14. Corporate Tax

  15. Estate Planning & Trust

  16. Charitable Planning/ Donor Advised Fund

  17. Family Office & Wealth Management

  18. Private Lending

  19. Pension Plans

  20. Kickoff & Seminar Recordings