EPISODE · Nov 10, 2025 · 28 MIN
EP14 壽險業從「賣保險」走向「幫你管理資產」-盧榮和 教授
from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會
在保險談保障已經不稀奇的年代，台灣壽險業正朝「資產管理」全面升級。亞資中心上路後，富邦、國泰、南山等壽險三雄紛紛布局高雄金融專區，從保單質借、保費融資，到國際保險 OIU 跨境配置，高資產客戶已經不只是在買「保單」，而是在打造全球財富架構。 本集《CFP®俱樂部》邀請 銘傳大學資訊應用與金融保險學系 盧榮和 博士，帶我們理解： 壽險業如何從「賣保險」走向「幫你管理資產」，以及 CFP®理財顧問如何在這場跨境財富管理浪潮中，成為關鍵推手。 -- Hosting provided by SoundOn
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EP14 壽險業從「賣保險」走向「幫你管理資產」-盧榮和 教授
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This episode was published on November 10, 2025.
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