Good Command

In: Business and Management

Submitted By debdy
Words 596
Pages 3
1. Event list in HK. * University Events * Wine tasting events * Join a swimming club * Join a gym * Take part in volunteering

2. Three news in financial planning (the importance in HK) *

3. Question list about how to approach someone.

Job/career | Family | Personal Goals | Financial Status | What’s your background? | How big is your family? | How satisfied are you in work? | How do you finance your current expenses? | Where do you work? | Are you staying with your family? | Where do you see yourself in the next five years? | Total number of family members working in HK? | Which place do you work? | Any children if married? | What are some of your learning goals for this year? | Does your organisation sponsor any of your living expenses? | Since how long are you working? | How long family is staying here? | What are your favourite things to do in the past? What about now? | How often do you travel? | What is the growth in your company? | How many dependents? | What are your hobbies? | Do you own a home in HK? | How is the working environment? | What plans you have for your children’s future? | Any short term goals for the next one year | Do you have any debt obligations? | Do you have supportive colleagues? | | Have you ever thought of supplementing your retirement? | | | | | |

Approach to know your client:

Financial Status


Job/ work

Uses of Life Insurance
The uses of life insurance can best be described with the following questions: 1. Are you married?
If something were to happen to you, would your spouse be able to continue with the standard of living that they have become accustomed to? 2. Do you have children?
What if you were not around…...

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