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編號:340-CoverIII

標眉:焦點話題三

大標:專業會計師到保險理財顧問
副標:陳志強深耕商業保險市場,成功開發20個企業客戶

前言:
商業保險雖不易開發,
但若成功開發經營,
讓陳志強從會計師轉戰保險理財業,
透過5關鍵持續經營16年,
成為商業保險行銷專家,
成功開發20家中小型企業,
商業保險客戶高占六成。

◎文:葉俐伻

This article first appeared in Smart Investor - Special Focus, on November 2018. 

The Harveston Financial Group of Companies’ teamwork and The Harveston Financial Group of Companies’ teamwork and advisory training bring a breath of fresh air to the industry.

This article first appeared in Smart Investor - Special Focus, on November 2018. 

Dennis Chin, Wealth Management Advisor from Harveston Wealth Management Sdn Bhd was asked his advice on how to keep one’s accumulated wealth safe particularly with insurance. Dennis’ focus is on business continuation and succession planning, employee retirement and retention and estate planning forthe business owners. This is his advice: