中年客户的养老理财规划 Financing Insurance Plan for Middle-aged People - A case study highlighting the importance of scientific and reasonable pension investment planning for the quality of life in old age. This H5 work, created with Eqxiu's online design platform, offers a rich template library for quick and efficient creation. The case involves Mrs. Li, a 53-year-old, who was recently sold an insurance policy claiming to be available for only 15 days. The policy details show that with an annual premium of 100,000 RMB for 3 consecutive years, totaling 300,000 RMB, Mrs. Li can receive 364,000 RMB upon death at the age of 60, 554,000 RMB between the ages of 65 to 85, or 396,000 RMB at the age of 70, plus an additional 158,000 RMB from the first 6 years of pension payments, totaling 554,000 RMB. This case study emphasizes the importance of reasonable investment to secure a quality life in retirement and advises caution when making investment decisions. The creation of this work is powered by Eqxiu, providing users with a professional, standard, transparent, and convenient online design experience.
中年客户的养老理财规划
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