Session Description

In this session, Xie discusses how to effectively work with high-net-worth clients — covering their concerns and what influences their decision-making. She also discusses the value of wealth management in insurance as well as current industry trends in Mainland China. Presented in Mandarin language.

Biography

Fang Xie is an 11-year member of MDRT with two Court of the Table honors. In recent years, she has focused on wealth planning and provided family asset allocation strategies for high-net-worth clients. Her services include long-term stabilized cash flow planning, business owners assets security isolation planning and wealth inheritance planning.

AIA-Shanghai
Asp Dept. 11f Sml Center
No.610 Xu Jia Hui Rd
Shanghai 200025 P.R. China

Email: xiefang365@126.com
Phone: 2153599988