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理财万事通

《理财万事通》第45集:善用保险组合摘要 厘清自身保护层

19 May 2020

Description

市面上保险的种类可谓多种多样,根据不同的特定情境为客户提供安全保护计划。那么当一个人投保多份产品,或投保年份已久时,便会需要一个工具去处理和简化这些信息,帮助自己理解归纳。 保险组合摘要便是一种集合所有信息进行梳理的工具。本期《理财万事通》探讨保险组合摘要的重要性,处理过程中的困难,以及摘要内容的考量。See omnystudio.com/listener for privacy information.

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