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  • 定期保険と終身保険をシンプルに説明

12月 16 2019

定期保険と終身保険をシンプルに説明

お客さまは理解できないものにお金を払いません。Juli McNeelyがお客さまに定期保険と終身保険の違いをどう説明しているかを紹介します。

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著者

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”