統一保經

統一保經

※ 企業願景
為客戶的生涯發展量身訂製風險保障及財務目標規劃,使客戶的人生有財務安全閥,並有確定的步驟達到人生財務目標,達到財務自由的境地.(Financial Free).
※公司發展策略
業務制度:財務顧問獨立自主發揮
金融商品:可多元選擇,整合配置
教育訓練:抓住金融派動
行政支援:準確、迅速、安全
團隊服務:顧問之間專業互助
※ 保險經紀人的優勢
代表客戶:險經紀人並非保險公司的業務人員,而是代表客戶與保險公司洽定契約的代表人,所以是站在客戶立場、尋求客戶利益、分析、規劃、並選擇最適合客戶個別需求的保單及後續理賠服務。
Note. 保險法第九條規定:『本法所稱保險經紀人,指基於被保險人之利益,洽定保險切約或提供相關服務,而收取佣金獲報酬之人。』
※ 文化精神:
(1)歷史悠久:
成立於1993年5月(民國82年),為我國開放保險經、代公司成立初期成員之一。
(2)專業團隊:
在累積長期經營的經驗與經過蛻變後,擁有國際級保險經驗與豐富的團隊資源,透過多元化的行銷發展策略,依據客戶的需求,提供適合的解決方案,協助客戶有最周全且完整的資產配置及家庭保障。
**國際財務顧問師認證(RFC)財務顧問師
**國際認證 (FPS)財務規劃師
**考試院人身保險經紀人國家考試合格
**考試院人身保險代理人國家考試合格
**金融研訓院理財規劃人員考試合格
**金融研訓院信託人員考試合格
**中國保險經紀人國家考試合格
**中國國際認證理財規劃顧問(CFP)
**國際認證理財規劃顧問(CFP)
◎台北辦公室:台北市中山北路二段129號14樓之二
電話:(02)2523-1618

產品與服務：
客戶家庭保障規劃, 資產保全規劃, 投資理財規劃, 退休規劃, 子女教育規劃, 財富傳承規劃,金融保險資訊諮詢 Unified Insurance Brokers

※ corporate vision
 For the career development of customer tailored risk protection and financial planning goals, enabling customers to have a financial safety valve life, and have determined the steps to achieve financial goals in life, achieve financial freedom situation. (Financial Free).
 ※ Company's development strategy
 Business system: independent financial advisers play
 Financial Instruments: Multiple choice can integrate configuration
 Education and Training: move to seize financial pie
 Administrative Support: accurate, rapid, safe
 Team Services: Professional assistance between the consultant
 ※ insurance broker advantage
 On behalf of clients: insurance brokers insurance companies are not business people, but on behalf of the customer and the insurance company negotiated contract representative, it is the customers stand to seek the interests of customers, analysis, planning, and choose the most suitable individual needs of customers policy and subsequent claims service.
 . Note Insurance Law Article IX provides that: "this Act insurance brokers, means based on the interests of the insured, the insurer cut negotiated contract or provide related services, and receive a commission for remuneration of the people. "
 ※ cultural spirit:
 (1) a long history:
Founded in May 1993 (82 years), the insurance for our open by, on behalf of the company established one of the early members.
 (2) Professional team:
Cumulative long-term business experience and after transformation, has a world class team of insurance experience and a wealth of resources through diversified marketing strategy, based on customer needs, provide appropriate solutions to help customers with the most comprehensive and complete asset Configuration and family protection.
** International Financial Consultant Certification (RFC) Financial Consultants
* International Certification (FPS) Financial Planners
Examination Yuan ** National Life Insurance broker examination
Life Insurance Agent Examination Yuan ** State examination
Academy of Banking ** financial planners examination
Academy Trust ** financial officer examination
* China Insurance Brokers National examination
* China International Certified Financial Planning Consultants (CFP)
 * Certified Financial Planning Consultants (CFP)
 ◎ Taipei Office: 14th Floor of the Chung Shan North Road, Taipei 129 II
 Phone: (02) 2523-1618

Products and Services:
Customers family protection planning, asset protection planning, finance and investment planning, retirement planning, children's education planning, wealth, inheritance planning, finance and insurance information counseling