作为财富管理周期的第二阶段:财富保障阶段,银行客户通常会围绕“保险计划(insurance planning)、资产保障(asset protection)、组合风险缓释(portfolio risk migitation)”等目标进行相应的财务规划。
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Risk Management and Insurance Planning 风险管理及保险策划 ; 课程五风险管理及保险策划 ; 风险管理与保险规划 ; 课程五
Basis of Insurance Planning 保险规划基础
Risk Management an Insurance Planning 风险管理及保险策划
INSURANCE PLANNING GROUP 如花旗集团下面就有保险计划集团
Corporate Insurance Planning 企业保险规划
Risk Management Insurance Planning 风险管理及保险策划
Personal Financial and Insurance Planning 人保险理财规划
insurance & retirement planning 保险及退休策划
insurance financial planning 保险理财 ; 规划
That means knowing the basics behind your investments, insurance, estate planning and taxes, and then turning to other experts for confirmation.
那意味着了解你的投资、保险、房地产规划和税收背后的基本情况,然后求助其他专家予以证实。
Even those planning short trips should be checking their travel and health insurance now.
即便那些计划短期旅行的人也应该马上检查他们的旅行和健康保险。
But an American divorce-insurance company, SafeGuard, is planning a more ambitious product that will pay a big bonus to those who stay married for 25 years.
但是,名叫安全保卫的一家美国离婚保险公司,正计划一项更有野心的产品,会为那些结婚25年的人支付一大笔红利。
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