关于我们
实力雄厚的华人第一品牌
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,成为美国实力最强丶最具规模丶最专业的华人保险理财集团之一。
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、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。
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Tiffany Xu
FOUNDER & CEO
我们的历史
智者先行 · 卓尔不凡
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2000
互惠财富前身在洛杉矶成立
2004
互惠财富正式成立
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2010
San Marino总部设立
2011
签约保险公司产品总数突破100种
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2016
开启洛杉矶南下路线 成立尔湾第二总部
2018
持续进行洛杉矶东进路线
成立Diamond Bar分部
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2019
互惠财富回馈社区 赞助包括高校奖学金计划,教育论坛,华人商会,文艺晚会在内的多项活动
2020
疫情来袭 互惠财富承担责任 持续赞助教育活动 免费分发口罩 邀请医学博士等业内精英举办多场疫情公益演讲
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2020年6月
互惠财富学院成立 开启系统化培训
2022年3月26日
扩展全美版图
互惠财富Virginia分公司正式开业
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2022年5月3日
扩张美西影响 互惠财富Anaheim分公司正式开业
2022年5月7日
美中扩张 互惠财富Texas分公司正式开业
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2022年7月1日-3日
集团在拉斯维加斯举办为期3天的“筑梦互惠·创享未来”盛大年会 以感谢经纪人一直以来的支持
2022年9月24日
旧金山分公司盛大开业
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2022年11月18日
费城分公司开幕 为美东地区提供更多优质服务
2023年2月23日
美东重要战略部署 纽约分公司在法拉盛开幕
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2023年3月17日
互惠进军科技中心硅谷 圣何塞分公司开业
2023年7月15-16日
2023年会盛大举办
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2023年8月4日
特曼库拉分公司盛大开业
TO BE CONTINUED...
拉斯维加斯,波特兰,波士顿等分公司
仍在积极筹备中...
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为什么选择我们
互利共赢 · 惠享未来
二十多年专业行业经验
丰富产品选择
系统化培训
科技化前端
优质后台支持
一流信誉与口碑
全球实体分公司 · 顶级商务会谈场所资源
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