匯一計劃 14 9 月, 2021by Jacky Hui 培訓課程 從業內立足到發展業務，新代理人將接受像營業許可，銷售知識和營銷策略等相關的培訓和指導。最終建立自己的公司， 甚至業務傳承。 幾乎每週的每一天都致力於一個特定的培訓領域： 銷售和市場營銷，合規性，案例研究， 執照的考前預備，產品知識等。有了內部培訓師和首席合規官的指導，成員將輕鬆取得他們所尋求的答案。向 CEA、CFP、CIM、CLU、CPA、MDRT、COT 和 TOT 的培訓師學習。 匯一平台會提供贊助支持給合資格的會員，以此幫助他們啟動自己的公司業務。 匯一$6000業務啟動資助 Real Life Case Studies: RRSP Meltdown, A Tax Efficient Strategy 2 (Investment $300K) ▶ Tax Filing Tips for Self-employed ▶ Prospecting Strategies - Real Results of Transferring In ▶ Executive Health Plan ▶ Sharing of First-Hand Experience in Using Social Media to Generate Business Success Stories & Areas of Improvement ▶ $70,000 Extra Commission Campaign & Business Plan ▶ 客源拓展活動 匯一平臺為成員提供每半月度的客戶財稅規劃講座，以幫助成員定期和客戶有聯係，創造接連及轉介業務，同時在行業中建立自己的聲譽和品牌。協助匯一成員為客戶提供最好的服務，讓他們在激烈競爭中脫穎而出。 Tax & Estate Planning with Guest Speaker CPA CA CFP TEP Jos Herman ▶ 7 Rebound Investment Tactics #1 Dollar Cost Averaging #2 Leverage Timing (Mandarin) ▶ 7 Rebound Investment Tactics #1 Dollar Cost Averaging #2 Leverage Timing (Cantonese) ▶ RRSP RRIF 3 Mistakes 9 Solutions #7 Individual Pension Plan #2 Child First Time Home Buying (Mandarin) ▶ 12 Executor Tactics - #7 Participating Cash Value + #9 Avoid 4 Real Estate Tax (Cantonese) ▶ 12 Executor Tactics - #7 Participating Cash Value + #9 Avoid 4 Real Estate Tax (Mandarin) ▶
