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丟掉金錢

E. Dennis Zahrbock, CLU, CFP

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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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