集团简介

美国互惠财富集团是实力雄厚的美国新一代华人财富管理集团。

互惠财富集团总部在美国洛杉矶圣马力诺市中心,自成立以来,互惠财富见证并参与了美国华人保险理财行业的起步丶发展和成长,始终强调对客户的细心服务和对经纪人的全面、专业培训,经过二十年如一日的不懈努力,取得连续多年在美国顶级人寿保险公司业绩第一的骄人业绩,是美国顶尖金融保险公司和专业机构非常紧密的合作伙伴,也是美国实力最强丶最具规模丶最专业的华人财富管理集团之一。

客户利益至上,是互惠财富的最高原则!集团拥有自有物业超过三万尺,代理全美100多种专业保险理财产品,拥有超过4000名独立经纪人,还有众多专业人士如律师、会计师、精算师等共同合作,为客户提供最高效丶最精确的高端服务。如:高端保险、家族办公室、保费融资、高端遗产传承规划、退休省税规划、教育基金、生前福利、长期看护等等。

帮助经纪人成功,是互惠财富的不变承诺!集团以帮助每个人取得事业成功为目标,从最基础的保险知识和新人执照考试培训开始,到最高端的产品和经营培训,提供最系统化培训和实践机会,把新人培养成保险理财专家和企业家,实现事业理想!集团多年来定期举办专业保险理财培训和讲座,2021年共举办257场经纪人培训和讲座,培养了大量专业人才。互惠财富还专门打造具有独家特色的综合创业平台,为全美对金融保险事业有热情的伙伴,提供独一无二的才华施展和业绩提升机会。

About Us

Sky Vision Holding is a new generation of Chinese wealth management firm with solid experience and background.

Centered itself in San Marino, Los Angeles, Sky Vision has witnessed and experienced the emergence, development, and nourishment of the life insurance industry since established. We have always focused on providing thoughtful services to our beloved customers and offering systematic professional trainings to our excellent agents. Building on our consistent efforts for the past 20 years, our sales performance has achieved No.1 ranking at lots of top life insurance companies for many years. We are closely working with American top insurance companies and professional institutions in the United States. We are also one of the largest, most powerful, and most professional Chinese Wealth Management companies.

Customer interest first is Sky Vision’s most basic principle. Sky Vision owns more than 30,000 sq ft of business properties, serves more than 100 professional insurance products, supports over 4,000 independent agents, and works with lots of elite professionals including accountants, lawyers, and actuaries, aiming to provide efficient and exclusive top-level services to customers. Our servicing products includes but not limited to insurance planning, family office, premium financing, estate planning, retirement planning, education funds, living benefits, and long term cares.

Agents’ success is Sky Vision’s ultimate goal. Sky Vision working towards helping every agents achieve career success from basic insurance knowledge and license exams, to top level product trainings with systematic lessons and practical opportunities, hoping to assist armatures training into professionals and entrepreneurs in order to satisfy their business dreams. Sky Vision has been holding professional insurance trainings and lectures periodically for the past few years, including 257 sessions facing agents throughout the year of 2021, cultivating lots of insurance talents. We also exclusively designed comprehensive entrepreneurial platform, aiming to provide unique opportunities, for anyone with enthusiasm to life insurance industry, to presents themselves and receive elevation in selling performance.

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Advanced Platform

Innovative Policy

Full Services

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