赋能中高净值养老传承 泛华保险金信托高客服务“升档提速”

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May 17, 2022

改革开放历经40多年,中国“创一代”已经积累了较多的家庭财富,且正逐渐步入养老与私人财富代际传承的年龄阶段,这些在先富起来的中高净值群体逐渐涌现出强烈且多元的财富管理和家庭资产配置需求。泛华控股集团董事长、CEO胡义南认为,这意味着以养老与家庭资产配置为主要特征的保险大时代已经来临,未来的代理人不是在销售保险,而是将保险产品作为防御性资产,植入到客户的家庭资产配置中。保险金信托成为中高净值人群的“...

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