"保险理财规划"是个多义词，它可以指保险理财规划（李虹主编书籍）,保险理财规划（张智勇、朱晓哲、刘宁、吴玉菡编著书籍）。
切记，一定要考虑到通货膨胀时的保护措施，Silver Spring的理财规划师Peg Downey建议，马里兰州的长期照护保险费预计会螺旋上升。
Be sure to spring for inflation protection, advises financial planner Peg Downey in Silver spring, Md. Long-term-care costs are expected to spiral.
通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况，并发掘需求，然后介绍相应的保险产品和解决方案。
To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable insurance products.
负责与保险销售经理和支行行长共同配合对支行理财经理在综合理财规划和需求为导向的保险销售技能技巧方面进行培训，辅导和指导。
To work with insurance sales manager and branch manager to coach, train and guide RM/PBs on the holistic financial planning and needs based selling skills.
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