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羅允澤

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LUO, YUN-TZE
IDA Bronze Dragon
Top insurance elites
Tianqin Award
MDRT achieved 1 times
MDRT

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Quick Guide

Name
LUO, YUN-TZE
Service area
Taipei City、New Taipei City
Seniority
2.1Years
Seniority at Goldennet
2.1Years
Professional fields

Inheritance plan

Inheritance plan
Take insurance as an inheritance tool to plan, in order to achieve the advantages of “reserving tax sources”, “gaining control”, “conforming to the distribution will”, “maintaining principal of assets and increasing their value”.

Commodity for investment

Commodity for investment
Commodity for investment is a kind of financial product that combines insurance and investment, aiming to increase proceeds from principal through investment while protecting the investor’s principal from risks.

Corporate insurance planning

Corporate insurance planning
Decentralize the risks faced by the business owners in their daily operations through the functions of insurances, including various liability insurances, property insurances, personal life insurances and accident risks of the bosses and employees.

Medical security

Medical security
The insured can obtain relevant medical security such as reimbursement of medical expenses, payments for surgical treatment, payments for critical illnesses, hospitalization allowance, etc., in order to ease the financial pressure from the diseases or accidents.

Retirement planning

Retirement planning
According to personal or familial risk tolerance, financial situation, financial goals and other conditions, draft short, medium and long-term financial plans based on reasonable assumptions, to respond to the future retirement life.
LUO, YUN-TZE
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