在过往18年，我从陌生市场开始做起。从0资源在报纸摊开发客户—高收入人群—高净值人群—超高净值人群。

我发现不同的客户群对保险的需求是不一样的。通过我过往的丰富经验，我们团队有针对不同群体客户的SOP。通过这个系统已培养出超过百位MDRT，50多位COT，20多位TOT。

同时也为我们100多位Agent提供一套完善的平台，为高净值客户提供一站式服务。从基本保障—信托—Family office—VCC—私人定制化保单PPLI。现已开拓大陆、台湾、香港、日本等多个海外市场。

跟着有结果的人学习，因为结果不会骗人。

Over the past 18 years, I started from scratch in an unfamiliar market—building a client base from newspaper stands with zero resources, then progressing to serve high-income individuals, HNW clients, and ultimately ultra HNW clients.

I discovered that different customer segments have distinct insurance needs. Drawing on my extensive experience, our team has developed tailored SOPs for each client group. This system has nurtured 100+ MDRTs, 50+ COTs, and 20+ TOTs.

Moreover, we also provide our 100+ agents with a comprehensive platform to deliver one-stop solutions for HNW clients—covering everything from basic protection to trusts, family offices, VCCs, and customized private placement life insurance (PPLI). We have expanded into multiple markets including Chinese Mainland, Taiwan, Hong Kong, and Japan.

Learn from those who deliver results—because results don’t lie.