富卫自愿医保多客户转换 新造保单占一半
富卫早前推出新自愿医保计划,公司香港及澳门首席产品总监余(柏)坚出席网上记者会时表示,反应相当良好,主要由於保障额提升及可退税,大部份原有医保客户亦有转换,另外亦有较多新造保单,转换及新造保单各占一半。
公司调查指财富传承为本港父母认购投资产品的重要考虑因素,余(柏)坚表示,其「盈聚未来寿险计划(卓越版)」可无限次转换被保人至138岁,他指客户在购买保单时已可设定传承对象,为受欢迎措施。余(柏)坚并透露,相关产品年度化保费於今年首十一个月按年增长30%。
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