Benjamin Xue

Focus Sessions

Benjamin Xue is chairman of Mingye International Financial Certification Standards in Shanghai and the founder of the "Four Quotients and One Method" of Chinese high-net-worth client development. He is also chief editor of Marketing Practices for Chinese Wealth Management Consults. He has acquired many years of practical experience in wealth management in the United States and has taught high-end wealth management courses to Chinese and foreign financial institutions such as ICBC Private Bank, China Merchants Bank Private Bank, Citibank and Zhonghong Insurance.

The Way of Four Orders and One Law

Language: Mandarin

Xue discusses the reasons for high-net-worth individuals to purchase insurance, the shortcomings of the integration of three rights, and how being able to "give and not give" is the core of wealth transfer and inheritance. From the perspective of ownership, annuities and life insurance are necessary assets for high-net-worth individuals. How to achieve it: First understand the client’s assets and family information. You must have investment, legal, tax and business. Through the knowledge of Sishang, we use the guidance method to help clients realize the core demands of wealth transfer and inheritance.