Friday, January 20, 2017

119 We provide minimum 2 insurance quotations


We provide minimum 2 insurance quotations

我们将提供至少两份保险估价单

Phillip Wealth Planners has partnership with 11 life insurance companies. As part of our financial services to our clients, planners are required to provide at least 2 insurance quotations when presenting to client.Phillip Wealth Planners 共与11间寿险公司合作。为了提高理财员的服务水平,我们有义务为顾客提供两份以上的保险估价单供选择。
With this, we are not biased by any brand name. The decisions will be solely based on client's needs, financial ability and preferences. 如此,我们才能避免偏袒某品牌的情况。最终的决定取决于顾客的需求、财务能力及喜好。
Difference insurance companies may have similar products with different features or cost structures. If one wants to look at different companies quotation, the traditional method would be to get quotations from different companies' agent. The difficulty is all will say theirs is the best. 不同的寿险公司往往有类似的保单,各自可能有不同的特点或者成本架构。如果有人想要比较不同寿险公司的估价单的话,传统的做法是从不同寿险公司的代理员得到估价单。难处往往是老王卖瓜,自卖自夸。
For planners, we tried to do the reverse. When agents represent the insurance company, we planners represent the client. We tried to generate quotations using different different systems and make comparison. 对于理财员,我们尝试另类做法。如果说代理员是代表寿险公司,那理财员代表顾客。我们试着用不同公司的软件来做出估价单并进行比较。
If we can offer a product that the client eventually need, it doesn't matter to us which brand he choose. Client can choose based on any criteria he likes. This will be very beneficial to both parties. 如果我们能够提供顾客最终所需要的,那哪一个品牌对我们而言是不重要的。而顾客又可在毫无压力下自由选择。这对双方都是好事。
If your agent is unable to provide more than two quotations for your comparison, please write to sateo7689@yahoo.com. 若是你的代理员无法提供两份以上的估价单让你选择,请联络我们。电邮致sateo7689@yahoo.com即刻。

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