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數字看保險:透視家族傳承: Planning Your Insurance in the Right Way: Family Heritage

數字看保險:透視家族傳承: Planning Your Insurance in the Right Way: Family Heritage

          
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About the Book

隨著國際CRS境外OBU帳戶全面透明化,隱形資產漸漸浮現檯面,各國金融機構除了大幅修改稅法,迎接這項改變挑戰之外,未來政府機構的電腦AI人工智慧完成,啟動大數據交叉快速查核,該如何迎接未來新世代這項稅務挑戰,迎接新的財富遊戲規則來臨。您整體財富傳承配置安全的風險防禦力,是否也該隨著時代改變而隨著調整,使得效益更加提升優化呢?


財務管理者通常敏銳度更高,總能夠提早預見財富傳承配置且提早採取應變行動,否則財富損失影響會很大。後續保險「數字看保險」正子攝影整體效益檢驗報告,將提供完整數據作為你理財配置的決策參考,替你的資產與財富傳承配置作嚴密把關,確保你的整體財務配置結果,品質整體效益大大提升。


正值中小企業的經營世代交替季節,財富傳承分配大好時光,趁著全球反避稅CRS全面透明化時機,重新整理評估現況配置以及對未來影響,並隨著大環境變化作適度配置調整,使整體資產配置更具備全面性功能,考慮流動性效益除了支應稅務急用現金之外,同時充分運用了稅法(免稅額、扣除額不計入)之所得免稅空間,配置最佳財富移轉和分配,提供比節稅更多元的防禦力。圓滿消除下一代急用現金籌湊困擾,同時達到最大化目的。


書中案例再次比對保險「備援金庫水位」→數字看保險效益檢測案例中,系統檢驗原本整體效益8,941萬。從整體資源當中找出可優化資源,重新透過資源循環再運用,優化後提升至24,138萬結果。如387頁所示同一個家族案例,優化調整兩者前後結果差距數字真的非常大。接近1億5千萬的數字,這樣的數據足以讓客戶想提早10年退休,享受生活都沒有問題。


個人經驗觀察只要蒐集完整相關資產整體背景資料,結合數字看保險之透視家族傳承的正子掃描檢驗報告,有了之具體效益數據做參考依據,要優化規畫尋找更好的品質方案很容易,只是沙盤推演兩者結果比照而已。即可發揮家族財富傳承最大化效果。


家族傳承「數字看保險」結合整體背景因素配置,整體保單效益在檢驗系統中非常重要。絕對不能忽略,就像各行業發展過程中不能忽略實驗室的檢驗設備一樣,檢驗報告在品質保證中扮演非常的重要角色。我想市場上所有保險從業人員內心都很樂意替客戶著想,也希望替客戶提供最佳優化方案。若有效益不彰的案例結果絕對不是刻意製造,一定是整個規劃流程中,哪一個環節疏漏才產生問題,造成上述案例很大的落差。其實大家都不願見到這種誤差結果。


20多年致力於保險理財規劃分析,幫助客戶優化其財富配置狀況,從客戶背景資料收集整理分析,與彙整統計所有保險內容後,資產與保險理財整體配置檢驗報告作結合。針對報告內容所反映出正確數字,客觀研究各種不同的財富風險防禦,達到全方位財富防禦功能。本書僅提供個人經驗分享,期待引起拋磚引玉效應,激發起更多先進前輩提出更佳理財觀念,或是配置方法給予指正,進而形成資產背景與保險理財配置結合的「理財配置」風氣。


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Product Details
  • ISBN-13: 9781647841638
  • Publisher: Ehgbooks
  • Binding: Paperback
  • Language: Chinese
  • Returnable: N
  • Sub Title: Planning Your Insurance in the Right Way: Family Heritage
  • Width: 216 mm
  • ISBN-10: 1647841631
  • Publisher Date: 01 Sep 2022
  • Height: 279 mm
  • No of Pages: 402
  • Spine Width: 28 mm
  • Weight: 1250 gr


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