英国保诚商业案例分析剖析.pptxVIP

1 The advantages of the original products I 2 Evergreen Growth Saver Short premium term （10,5years or single payment) high rate of return (6.5%) withdrawal freely Advantages : EGS 3 EGS Prulink Advantages： High rate of returen,triple reward Multifold choice of investment Cash withdrawal 4 EGS Prulink Limitation factors : Insurance policy assumed interest rate=2.5 foreign exchange control 5 EGS II New plan ＆SWOT G 6 7 G A account：  plan B account : 8 Investment project： High-risk High-yield：Blue chip Excellent investment project (real estate、CSPC project etc.) Low-risk Low-yield：Great national debt Monetary fund Rate of return： HH: ≥10% L L：≥3.8% G plan 9 Notice： 1、A account must combine with B account Two optional investment projects for B account 2、Premium for A is fixed while for B is changeable 3、A+B350,000RMB 4、 Return reat of G plan is 7.3%—13.5% G plan 10 G plan Short-term contribution Free medical insurance,steady dividend and special security Investment insurance provide the rate of return effectively Advantages 11 G plan Disadvantages The investment is up The type of High quality stock is down and the options reduce The power of insurance companies are weak 12 G plan Opportunity The premium grow quickly The investment ways spread steadily The level of regulatory improve gradually The support of government Net provide channel for insurance 13 G plan Threaten The competition of companies intensified Lack of the good faith consciousness Lack of professi