来源:中保新知高净值人群对于财富管理与传承的需求,助推了保险金信托市场的蓬勃发展。11月11日,“中意人寿上海分公司”微信公众号发布的消息显示,近日,中意人寿的高净值客户意女士专程抵达北京,签署了总规模1.8亿元的保险金对接信托服务协议。中意人寿表示,此次跨区域签约的圆满完成,标志着中意人寿在为客户提供“保险+信托”综合财富规划解决方案方面取得了实质性进展,彰显了其跨区域、联动资深金融机构服务高端...
Source Link来源:中保新知高净值人群对于财富管理与传承的需求,助推了保险金信托市场的蓬勃发展。11月11日,“中意人寿上海分公司”微信公众号发布的消息显示,近日,中意人寿的高净值客户意女士专程抵达北京,签署了总规模1.8亿元的保险金对接信托服务协议。中意人寿表示,此次跨区域签约的圆满完成,标志着中意人寿在为客户提供“保险+信托”综合财富规划解决方案方面取得了实质性进展,彰显了其跨区域、联动资深金融机构服务高端...
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