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The Premier Association of Financial Professionals ®
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Jun 2016
丟掉金錢
E. Dennis Zahrbock, CLU, CFP
Advising Clients
Insurance solutions
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Dennis Zahrbock 通過角色扮演模擬場景：如何應對持續拒絕人壽保險的客戶。他用一大疊錢向高淨值客戶展示遺產稅的危險。摘自 2016 年年會演講。
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