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Vivianna Tsai
- 2020年4月14日
- 2 分鐘
用心協助家庭完成財務規劃的分享，財務健康的觀念對一個家庭的影響有多大！
轉型財務顧問3年了，這不是第一個個案，也不是VIP大客戶，而是和大部份家庭一樣，都存在著對未來財富及目標夢想的不確定及沒安全感，也不知道該用什麼理財工具才是真正對自己財富累積是有幫助的。
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Vivianna Tsai
- 2018年12月17日
- 1 分鐘
【理財芳程式｜anue鉅亨網】躺在醫院還走不掉怎麼辦？醫療險這樣規劃就對了！
邀請到公勝財顧財務顧問【蔡欣燕】，教您事先規劃： 1. 醫療險「金字塔配製法」，架構周全的保障 2. 國人死亡率第一名『癌症』，癌症險該怎麼買才安心？
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Vivianna Tsai
- 2018年10月31日
- 4 分鐘
【康健雜誌】做好３件事 晚年不需為錢擔憂
40歲的如意大學畢業，從基層做到部門最高主管，受老闆器重，職場一路順遂。她滿足於單身生活，好友淑芳最近剛離婚，兩人相約到歐洲旅行。
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Vivianna Tsai
- 2018年5月19日
- 3 分鐘
【鉅亨網】〈第一次投保就上手〉買保險管道多 業務員、保經公司大不同
現在可以買保險的管道非常多，有一般壽險公司業務員、保經公司、網路投保，尤其對第一次買保險的新鮮人來說，到底要選擇從何處買保險就是一大學問。
22 次瀏覽0 則留言
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