Skip to main content

公勝保險經紀人

培訓資源
訓練課程
千萬超業班
:::

升級必修

千萬超業班

快速導覽

課程資訊

地址

遠雄人壽-台中分公司/台中西屯區台灣大道二段635號

介紹

透過專業財務規劃報告書教學,養成全方位資產盤點與財務模組設計能力。

講師

楊燦瑉 體系協理

呂宣慧 行銷副總

場次資訊

開課場次

  • 開課日期

    02/06、07/02、08/06

  • 授課地點

    遠雄人壽-台中分公司 台中西屯區台灣大道二段635號

學員回饋

小Y

很喜歡楊老師放的影片,今天練習什麼,最後就會專精什麼,又讓我想到前陣子看的《原子習慣》,每天增加1%,一年後會是37倍強;每天退步1%一年後會趨近0

茂瑜

從上完ESS後,終於把顧問式行銷的主軸理解,這次FPM的複習,就更能夠通透,也終於知道:只要架構清楚,各項學習都能夠導入架構中而不會混亂!
自媒體的體驗,實際手作,參與度超高,而且很好入手,也清楚自己不是追求成為網紅,而是要在客戶的心中很紅。

阿軒

以前總想說可以協助客戶少繳稅,客戶不痛不養😂 反而從二代的角度切入傳承,生前提早佈局,讓我有信心再去拜訪客戶。 老師說「分」,人字下面一把刀,刀子越銳利砍的越痛;這就讓我想到「合」,人字下面一個口,該給錢的給錢,該拿權的拿權,董事長只有一個,留一個有權的人,家庭才會合。

婷英

從第一堂開始講師十五歲看比佛利山莊影集就立志當財務規劃師!優秀就是從小就可以看見她的與眾不同之處,滿滿的證照,各種的挑戰都難不倒她,可以跨境到高端客戶,一點都不為過。讓我對各種家族信託有著更清晰的學習方向。

哲民

呂老師後半段補充蛋糕圖及年檢,應該可以帶來更多業績及轉介紹機會。謝謝各位老師們分享及指導,轉型升級勢在必行。

alt

課程介紹

快速通關耀眼舞台

公勝保經成立25年來,一直致力於具體實踐保險經紀人的價值與承諾。「公勝獨家專賣」商品,讓客戶在低經濟成長、低薪資成長的「雙低」大環境下,找到一個能兼顧退休規劃與風險保障,又能抵禦通貨膨脹,帳戶價值有機會隨著市場利率環境成長的保單! 公勝保經執行副總蔡聖威指出,歐美經紀人公司與保險公司開發獨賣商品已行之有年,但在台灣卻不常見。他一直希望有機會能開發更貼近客戶需求商品,最好是全齡適用的百搭款,真正落實站在客戶角度、為其設想並提供適切保單內容的精神,體現保險經紀人的價值。 公勝保經執行副總蔡聖威興奮地表示,「十倍勝」的上市有其指標性意義!對消費者來說是一大福音,因為保經業者掌握了商品主動權,不再被動地從一籃子商品中挑三揀四,而是主動參與商品設計,開發獨家規格保單,為客戶爭取最大權益;另外,對業務員來說,更具有激勵之效,代表保險公司認同公勝保經的通路地位,客戶想買「十倍勝」,就只能跟公勝保經的業務員投保,更奠定其不可取代的個人品牌價值!

課程介紹

透過專業財務規劃報告書教學,養成全方位資產盤點與財務模組設計能力。

Statement of privacy policy of Golden Insurance Brokers

Golden Insurance Brokers Co., Ltd. (hereinafter referred to as “the Company”) attaches great importance to the customers’ privacy and keeps their personal data well.In respect of your personal data, the Company will comply with this privacy policy for collecting, processing and utilizing your personal data, unless otherwise specified by laws or competent authorities.In order that you could use all services of the Company, the Company’s privacy policy, protection of and great concern about your personal data are hereby stated.

I. Collection, processing and utilization of personal data:

(I) The Company collects your personal data (including but not limited to your name, date of birth, address, phone number and email address) for specific legal purposes such as embarking on insurance brokerage and with legal reasons.

(II) In collecting personal data, the Company shall note whether excess infringement will be inflicted upon the privacy of the parties concerned. The personal data will be collected only when necessary, because the businesses cannot be collected without collecting such personal data.

(III) The Company shall clearly inform the parties concerned about who and how the persons will utilized their personal data.

(IV) The Company will collect, process and utilize your personal data for the specific purposes mentioned in this privacy policy, adopt stringent controls, and comply with pertinent rules, including the Personal Information Protection Law.

II. Security and Protection of Personal Data

The Company has been certified by ISO 27001 (ISMS) in terms of information security management and BS 10012 in respect of personal data protection management. We will adopt appropriate security measures according to requirements, to protect unauthorized data access, alteration, disclosure or destruction. Besides, your personal data will be encrypted for transmission, with the support of the firewall, intrusion detection system and our anti-virus mechanism, to prevent illegal intrusion and destruction by malicious software, and to protect security of your personal information.

III. Application Scope of Personal Data:

(I) Your personal data will be processed and utilized during the legal existence of the aforementioned purposes of collectionAnd the company may provide your personal data to:

Insurance companies in connection with your insurance contract

Corporate Body Financial Consumer Review Centre

Legal authorities of the Company.

Any other organ that has access to your personal information in accordance with the law.

(II) If our business needs to entrust a third party, we will strictly require the entrusted third party to comply with the relevant laws and regulations and the agreement on confidentiality of personal information.

(III) Except for the use within the scope of the aforementioned use, the instructions of the law, judicial or competent authorities or with your consent, the company will not provide, exchange or sell your personal information to other individuals, legal persons or transfer it for other purposes.

(IV) When we share your personal data with third-party financial institutions, we will implement internal control measures in accordance with the "Guidelines on Data Sharing among Financial Institutions" and other relevant laws and regulations to ensure that your data is completely protected.

IV. Exercise of Rights of Parties:

If you need to exercise the following rights in relation to your personal data, in addition to contacting your service personnel to apply in writing, you can also inquire through the toll-free customer service line (0800-077-090).

Inquire or read.

Make a copy.

Make additions or corrections.

Stop collection, processing or use.

Delete.

V. Cookies and Other Technologies

(I) Cookies are short pieces of information that are written to the user's hard drive by the browser in order to distinguish the user's different preferences on the server side. Although cookies can identify the user's computer, they cannot identify the user's identity.You can modify your acceptance of cookies by selecting the option in your browser. If you choose to reject all cookies, you may not be able to use some of the personalised services normally.

(II) In order to provide you with more personalised services, Cookies will be created when you register or log in to record your activities on the Company's website. Once you close the webpage, the Cookies will lose their effect.

(III) If you want to delete your personal information or sensitive data (member account, login password) on the website, please leave a message on the website or refer to the aforementioned statement in Article IV.

VI. Third Party Websites and Services

(I) The Company's website and services may contain links to third party websites, products or services.The aforementioned third-party websites, products or services may collect your personal data, and the collection, processing, utilisation and protection of the privacy rights of such third parties shall, in principle, be governed by their privacy policies.You can learn about the privacy policy of the relevant third party.

(II) Other websites linked to the Company's website may also collect your personal information.For the personal information you voluntarily provide, these linked sites have their own individual privacy policy, so their data processing measures do not apply to the company's privacy policy, the company can not be held jointly and severally liable.

VII. Self-protection Measures

Please properly manage your password and or any personal data, avoid providing personal data arbitrarily to any person or other organisations that have nothing to do with you, and it is recommended to change your password regularly.After you finish using the services of this website, please be sure to log out and close the browser window to prevent others from reading your personal information.

VIII. Revision of this Policy

In response to the requirements of the competent authorities, changes in relevant laws and regulations, technological advances and other changes in circumstances, we will revise this policy statement from time to time in accordance with the needs and publish it on our website (https://www.goldennet.com.tw), which you can access at any time to protect your rights and interests.

IX. If the company fails to comply with the above privacy protection principles, or fails to comply with the measures promised in this statement, the company shall be responsible for its own legal liability and accept the supervision of the competent authorities.

TOP