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丢掉金钱

E. Dennis Zahrbock, CLU, CFP

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Dennis Zahrbock 通过角色扮演模拟场景:如何应对持续拒绝人寿保险的客户。他用一大叠钱向高净值客户展示遗产税的危险。摘自 2016 年年会演讲。
 

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