泛亞財務保險公司

美國泛亞財務保險成立於1994年,總部設於美國加州洛杉磯,目前在全美九大州有25+間辦公室,業績也以每年20%的速度穩定成長。我們以「成為最值得信賴的亞裔保險公司」為願景,持續精進管理營銷策略,來實現企業對社會責任的承諾。泛亞財務保險在未來會秉持初衷,幫您達成多樣化的財富規劃在儲蓄、家庭保障、免稅退休、大學教育基金、遺產稅務、外國人市場和年金等方面,成為美國亞裔壽險年金之標竿品牌。

成長 – 公司通過覆蓋全美國主要城市的行銷網路和多元化服務平臺,為客戶提供全方位風 險保障解決方案、投資理財和資產管理服務。泛亞財務保險公司業績每年以20%的速度穩定成長,為美國前遠景15大保險公司 Columbus Life 所有代理銷售公司中,銷售業績全美第一 。同時也成為美國 IDA (Insurance Designer of America) 全美最頂尖35間保險理財公司中的前10大公司。

願景 – 泛亞財務保險公司以「為客戶及社會創造最佳利益與價值,以成為最值得信賴的亞裔保險公司」為願景,一直以來持續精進公司的經營與管理,以實現企業對社會責任的承諾。未來,泛亞財務保險公司將秉持著最初不變的核心精神,以前瞻的經營思維、強健的財務能力、嚴謹的公司治理及風險管理機制,創造企業價值,以實踐企業長期經營的願景,成為美國亞裔壽險業之標竿品牌。

The Future of Charitable Giving (Chinese)

REASONS FOR OUR GROWTH

Transpacific Financial boasts a high agent retention rate, and we believe our agents stay with us because of the strong agent support and effective training classes we provide. We offer bi-weekly training classes at our various locations. Additionally, we broadcast and record the training sessions so that agents can request access even from remote locations. Our new business and sales support teams are experienced, friendly, and always available to provide the support our agents need.
We are very experienced in working with the foreign national market. We provide strong training in this area to equip our agents with the most up-to-date and effective tools to succeed in their interactions with foreign national clients.
In order for us to grow, we have to focus on a market in which we are sure to be successful. Therefore, we invest the most time and energy in the Asian market. Ninety-five percent of our staff can speak Chinese, and some can even speak multiple dialects in addition to other Asian languages.
As technology improves and changes, we try to keep up with the latest developments in I.T. to help maximize the efficiency of our support teams and expedite the underwriting process for our agents. We provide a variety of digital tools for our agents both online and at our many office locations.

Our Strengths

Support & Training 97%
Foreign Development 92%
Asian Market 88%
Financial Planning 94%

Meet Our Team