A financial needs analysis is a process for understanding a client's financial position, objectives and affordability in order to assess whether a long term insurance product is suitable.
財務需要分析是了解客戶財務狀況、目標及負擔能力的程序，用以評估長期保險產品是否合適。
A financial needs analysis is a process for understanding a client's financial position, objectives and affordability in order to assess whether a long term insurance product is suitable.
財務需要分析是了解客戶財務狀況、目標及負擔能力的程序，用以評估長期保險產品是否合適。