境外资产配置之财富管理

1、境外资产配置 之 香港财富管理 This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.提纲1This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.主题：境外资产配置之香港财富管理内容概要： 1，境外资产配置 2，保险的功能 3，香港保险市场 4，热门重疾产品 5，热门分红

2、储蓄产品 6，注意事项 7，Q&A 境外资产配置(一)2This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.世界主要国家(地区)个人资产配置表美国英国澳大利亚韩国日本中国大陆香港台湾银行储蓄6%9%10%10%15%19%11%15%股票基金债券34%30%32%22%20%15%24%27%房地产固定资产35%37%37%41%34%61%43%39%保险资产25%24%21%27%31%5%22%19%境外资产配置(二)3Th

3、is presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.目前境外资产配置的主要方式海外房产海外金融产品海外金融产品股票债券基金保险海外保险香港美国保险的功能4This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.风险转嫁 钱没赚够,钱存不下来 理财配置 分红/投连 用时间优化回

4、报的长线投资行为 财富管理 资产保值,增值,传承 香港保险市场(一)5This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.香港保险业监理处关于香港保险业务的市场表现新闻稿显示: 年份内地访客新单保费增长率市场占比200930亿港币6.4%201044亿港币47%7.5%201163亿港币43%9%201299亿港币57%12.8%2013149亿港币51%16.1%2014244亿港币64%21.4%2015316亿港币30%24

5、.2%香港保险市场(二)6This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.汇率风险法律风险服务风险热门重疾产品(一)7This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.保记：危疾终身保（CCL3）1,首十年额外35%保额2,严重疾病额外保障3,预期回报相对高热门

6、重疾产品(二)8This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.友记 ：进泰安心保（PCP） 1,费率相对略低 2,保障范围相对略广 3,累积周年红利随时可取热门重疾产品(三)9This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.购买香港重疾产品的益处1，更多一份

7、从容与尊严2，未来拿回来更多的钱热门分红储蓄产品(一)10This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.保记：隽升（EGS） 1,保记明星产品,2010年面世,高于预期的红利分配 2,遗留资产 3,承诺可分配利润的90%分配给保单持有人 热门分红储蓄产品(二)11This presentation is solely used for private. Any copy for commercial use is prohi

8、bited. All rights reserved.友记 ：智升（PIP）和 充裕未来（BP） 1,友记强势抗衡,2014年9月和2015年8月面世 2,自由盈余 3,最大的泛亚地区独立上市人寿保险集团 热门分红储蓄产品(三)12This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.购买香港分红储蓄产品的益处1，一份保单富足三代2，一套金融房产注意事项(一)13This presentation is solely used fo

9、r private. Any copy for commercial use is prohibited. All rights reserved.选择合适的方案 1，现有保障整理 2，确定需求 3，购买香港保险的可行性分析 4，确定预算 5，千方百计找到我们注意事项(二)14This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.投保及认证过程确认方案，确认行程，提前一周预约到保险公司验证中心签单及验证是否需要体检见医生及体检缴纳首

10、期保费是保险公司审核，核发保单否客户签收保单注意事项(三)15This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.续期保费1，开设香港银行账户2，国内银联卡3，代付首期保费1，银联卡2，现金3，香港银行账户注意事项(四)16This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.索偿程序 1，索偿通知 2，索偿证明 3，递交索偿证明 4，索偿核准程序境外资产配置之香港财富管理17This presentation is solely used for private. Any copy for commercial use is prohibited. All r