Wealth Management

 

Insurance

Introduction

 

Risk planning and control are the crucial parts in creating excellent financial services. Under the philosophy of providing the highest quality service in the insurance business, a close cooperation has been set up with numbers of world-renowned insurance companies so as to provide the most professional services in insurance.

 

Professional Insurance Service

 

Our service goal is “Professional service; objective recommendations; and first priority given to the interest of customers”. Our professional representatives will conduct an in-depth financial analysis with all our premier customer who have faith in our services. After defining the customers’ financial needs and goals, we bespoke products which best meet their financial needs as well as fit in their budget at the same time. Also, our representatives conduct regular financial analysis for the existing customers in order to understand their financial situation and provide them with professional analysis. We determine to give you valuable services that is far from your expectation.

 

Trusted Insurance companies

 

Vision Capital has established cooperation with a number of local and world-renowned insurance institutions to provide customers with the best insurance products. We focus on the long-term interests of our customers. For this, we make periodic reviews on insurance companies and their products so that our customers will be provided with the most stable and secure insurance products.

 

Staff Training

 

In order to provide the best service, our group provides excellent and comprehensive trainings for the business representatives, including:

 

1) Data Research and Analysis

 

We distribute information of all our insurance products to sales representatives every day to ensure that our representatives receive the most updated information in the market.

 

 

 

 

 

 

 

 

2) Products training session

 

Each insurance product has different characteristics. All our business representatives are assisted to familiarize the content of different financial instruments. In addition to providing data research and analysis, we also organize product training sessions from time to time to give our representatives a better understanding of the merits and drawbacks of different insurance products so as to improve the quality of service.

 

3) Administrative Support

 

Our administrative department will classify and arrange all kinds of files for each insurance product. This gives our business representatives convenience in files searching and collection.