11/03/2022
上个星期帮顾客policy review时发现顾客的其中一份保单已经满期几个月了钱还没领取,就帮他申请领取保单满期里面的钱💰💰
在短短一个星期内,保险的钱就进到顾客的户口了🤩
疫情期间看到顾客们都很辛苦,现在出了一笔钱至少能让他在财务上比较轻松
可能很多人好奇,每次还了保险的钱都去了哪里?10年 20年后,当我们再次policy review回才发现原来我们的保险里面存了那么多钱💰🤫
如果您对保险有任何的疑问,欢迎pm我或者可以WhatsApp联系我噢~
📲Vincent Lee 012-3123732
https://wa.link/y75di8
When I was doing policy review for my client last week, I found out that one of the policies was already matured for few months without my client knowledge. Hence, I assisted her to withdraw all the matured funds. 💰💰
Within one week, the matured funds are all credited into my client’s bank account. 🤩
People might wonder where the insurance premium I paid every month/quarter/semi-annual/annual goes? After 10 years or 20 years, once we review back our old polices, we only realised that there’s so much funds in our insurance account. 💰🤫
If you have any enquiries regarding insurance, please contact me via WhatsApp number below ⬇️
📲Vincent Lee 012-3123732
https://wa.link/y75di8