Lily Wu 吴家婴

父母给孩子买寿险,一定要注意的重要问题:填写后续投保人Contingent owner, 否则如果父母去世,保险作为资产进父母遗产estate,就不免税了,那还买啥保险?所以,保险经纪给客户填保单时,必须提醒:现在孩子小,父母作为投保人,等孩子满18岁且足够成熟后,要将投保人改成孩子本人。或在申请时就直接填后续投保人contingent owner,那么一旦父母过世,保单直接传承给孩子,这样是非常完美的!
讲座视频2020/10《买人寿保险,是个技术活》
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