1、境外資產配置 之 香港財富管理 This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.提綱1This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.主題：境外資產配置之香港財富管理內容概要： 1，境外資產配置 2，保險的功能 3，香港保險市場 4，熱門重疾產品 5，熱門分紅

2、儲蓄產品 6，注意事項 7，Q&A 境外資產配置(一)2This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.世界主要國家(地區)個人資產配置表美國英國澳大利亞韓國日本中國大陸香港臺灣銀行儲蓄6%9%10%10%15%19%11%15%股票基金債券34%30%32%22%20%15%24%27%房地產固定資產35%37%37%41%34%61%43%39%保險資產25%24%21%27%31%5%22%19%境外資產配置(二)3Th

3、is presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.目前境外資產配置的主要方式海外房產海外金融產品海外金融產品股票債券基金保險海外保險香港美國保險的功能4This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.風險轉嫁 錢沒賺夠,錢存不下來 理財配置 分紅/投連 用時間優化回

4、報的長線投資行為 財富管理 資產保值,增值,傳承 香港保險市場(一)5This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.香港保險業監理處關于香港保險業務的市場表現新聞稿顯示: 年份內地訪客新單保費增長率市場占比200930億港幣6.4%201044億港幣47%7.5%201163億港幣43%9%201299億港幣57%12.8%2013149億港幣51%16.1%2014244億港幣64%21.4%2015316億港幣30%24

5、.2%香港保險市場(二)6This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.匯率風險法律風險服務風險熱門重疾產品(一)7This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.保記：危疾終身保（CCL3）1,首十年額外35%保額2,嚴重疾病額外保障3,預期回報相對高熱門

6、重疾產品(二)8This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.友記 ：進泰安心保（PCP） 1,費率相對略低 2,保障范圍相對略廣 3,累積周年紅利隨時可取熱門重疾產品(三)9This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.購買香港重疾產品的益處1，更多一份

7、從容與尊嚴2，未來拿回來更多的錢熱門分紅儲蓄產品(一)10This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.保記：雋升（EGS） 1,保記明星產品,2010年面世,高于預期的紅利分配 2,遺留資產 3,承諾可分配利潤的90%分配給保單持有人 熱門分紅儲蓄產品(二)11This presentation is solely used for private. Any copy for commercial use is prohi

8、bited. All rights reserved.友記 ：智升（PIP）和 充裕未來（BP） 1,友記強勢抗衡,2014年9月和2015年8月面世 2,自由盈余 3,最大的泛亞地區獨立上市人壽保險集團 熱門分紅儲蓄產品(三)12This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.購買香港分紅儲蓄產品的益處1，一份保單富足三代2，一套金融房產注意事項(一)13This presentation is solely used fo

9、r private. Any copy for commercial use is prohibited. All rights reserved.選擇合適的方案 1，現有保障整理 2，確定需求 3，購買香港保險的可行性分析 4，確定預算 5，千方百計找到我們注意事項(二)14This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.投保及認證過程確認方案，確認行程，提前一周預約到保險公司驗證中心簽單及驗證是否需要體檢見醫生及體檢繳納首

10、期保費是保險公司審核，核發保單否客戶簽收保單注意事項(三)15This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.續期保費1，開設香港銀行賬戶2，國內銀聯卡3，代付首期保費1，銀聯卡2，現金3，香港銀行賬戶注意事項(四)16This presentation is solely used for private. Any copy for commercial use is prohibited. All rights reserved.索償程序 1，索償通知 2，索償證明 3，遞交索償證明 4，索償核準程序境外資產配置之香港財富管理17This presentation is solely used for private. Any copy for commercial use is prohibited. All r