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Shi Mingya's Successful Way of Insurance
 

Shi Mingya, the international financial planner, gained "Mentality bachelor's degree " and "MBA "in Empresarial University in her early years. Ms. Shi is specialized in financial planning and now owns a number of professional certificates, such as the IFPC (International Financial Planning Certificate), the AMTC issued by the American Business Manager Administration Institute, the Certificate of Internationally Certified Financial Planning Consultant, the EMD certificate, the NLP corticated and the NLPP Certificate.  In addition, she is the member of International Financial Fanning Association and has the Certificate of China Financing Law. She has rich experience in financial affairs and enjoys great reputation in a global region.


         Since her joining in the financial planning team, Mrs. Shi has been in this line for 16 years. With a faithful heart and the optimistic attitude, Ms. Shi has received numerous awards. Now she leads a financial planning team of over 88 members, and has ever provided professional and tailor-made services for more than 10 thousand clients.


        Ms. Shi’s service fields:

Children’s Education Funds Plan, Permanent Fortuned Retirement Plan, Family Entrusted Property Plan, Company Talents Reserve Plan, Wealthy Life Management Plan.

 

        Financial plan:

When providing the financial plan for clients, financial planners should bear the following believes and mission .in mind:1. Sharing money concept and value with the customer; 2.Sharing the frame and way of assets deployment from a professional angle; 3.How to carefully preserve assets and found healthy assets. Meanwhile, based on the above 3 aspects, a financial consultant should learn the products, various terms of conditions so as to help customers fulfill an effective financial management.

TEL:+852 - 9268 3512
FAX:+852 - 2139 5516
EMAILmingah.sze@pruhk.com

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Date: 2009-11-3 0:00:00    From: 协会  
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