EPISODE · Jan 16, 2024 · 43 MIN
EP115 從理財、投資到保險的全方位規劃，量身打造專屬保單ft.公勝保經發言人 郭莉芳
from 夢想家說美股 · host 施雅棠
✨來賓介紹✨ 郭莉芳曾任《SMART智富》月刊理財組召集人、ING 投顧副理、兒童理財營講師，現任公勝保經發言人、鉅亨網《理財芳程式》主持人、商周集團主筆、兒童理財營講師。 ✨採訪重點 ✨ 1.個人的理財觀念及投資策略？ 2.在個人理財中，保險扮演著怎樣的角色？ 3.如何選擇合適的保險產品，以滿足各種不同需求？ 4.保險經紀公司與保險公司有何不同？ 5.公勝保經有哪些特色或優勢？ 📲【免費下載美股夢想家APP】 https://cmy.tw/00BjHH 😍【美股新手入門】 開戶、匯款、稅務、工具網站 https://pse.is/wbsvq 🎯【夢想家VIP專欄】 https://pse.is/3lljk7 -- Hosting provided by SoundOn
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EP115 從理財、投資到保險的全方位規劃，量身打造專屬保單ft.公勝保經發言人 郭莉芳
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