【資產傳承】設立生前信託的最好安排： 活著的時候設可撤銷信託 走了變成不可撤銷信託! 什麼是HEMS取錢方式？ 朝代信託怎麼做？ 財富累積如何世世代代傳承？｜泛宇財經爆(cc字幕)

【資產傳承】設立生前信託的最好安排： 活著的時候設可撤銷信託 走了變成不可撤銷信託! 什麼是HEMS取錢方式？ 朝代信託怎麼做？ 財富累積如何世世代代傳承？｜泛宇財經爆(cc字幕)
本期內容:
0:26 活著的時候設可撤銷信託 走了變成不可撤銷信託!
2:07 什麼是HEMS取錢方式？
4:08 財富累積如何世世代代傳承？

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美國泛宇集團旗下業務包括、人壽保險、年金、個人及商用保險、健康保險、住宅貸款、房屋地產、資產管理、信託規劃、稅務教練、稅務規劃、投資理財、家族辦公室、企業一站式、升學教育等部門。整合旗下服務內容，並招募業界專業人才，打造一個全方位的財務規劃平臺，用最專業與最完整的一站式財富管理服務，讓客戶享有最專業與全面的財務規劃。

美國泛宇集團TransGlobal Holding Company有超過30年的財務規劃與管理經驗，專門為美國亞裔社區服務。由創始人兼總裁胡正國先生 Philip Hu的遠見，於2008-2009年全球金融風暴時期逆勢而為，相較於其他金融公司都在收緊業務之際，總裁胡正國先生反而開始積極地擴展事業版圖，於全美各州招募人才，廣設分公司，於短短的數年間，服務範圍由加州擴展至全美主要城市，包括加州、紐約州、喬志亞州、麻州、德州、伊利諾州、維吉尼亞州、馬里蘭州、北卡、華盛頓州、夏威夷州、賓州以及關島，於上述商業發展蓬勃的13大州設立 30+間分公司; 橫跨美國東西岸, 都有美國泛宇集團的專業理財規劃團隊為您服務。

美國泛宇集團，於2015年在胡總裁前瞻性策略帶領之下，整合旗下公司產品線，壽險、年金與投資理財等部門，增加資產管理、稅務服務、住宅貸款、房屋地產、健康保險、商用保險等，打造全方位財務規劃平台。提供最即時、最完整專業的一站式財富管理服務

美國泛宇集團旗下關係企業目前在美超過5000位合作獨立經紀人，分佈於全美各州與亞洲主要城市，期許給客戶最好的服務品質並幫助客戶完成最適合的財富規劃。

TransGlobal Holding Company
185 W Chestnut Ave, Monrovia, CA 91016
1.888.831.8868 | 1.626.447.7888

TransGlobal is licensed to offer financial, insurance, investment, and mortgage services in the United States.

NMLS ID: #1437002

State-specific insurance licenses

Registered Investment Adviser (RIA)

Disclosures:
Fees may vary depending on the service provided. Insurance and annuity products are commission-based. Investment advisory and mortgage services may include additional fees. A full explanation of fees and compensation will be provided during a licensed consultation.

TransGlobal is not affiliated with any U.S. government agency. All trademarks belong to their respective owners. This content is for informational purposes only and does not constitute financial, legal, or tax advice. Licensing and product availability may vary by state. Past performance is not indicative of future results.

TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. With the vision of president and owner Philip Hu, the company excelled against the trend during the financial crisis from 2008 to 2009. While other financial companies tightened their businesses, President Philip Hu actively enlarged his business by recruiting nationwide talent and launching new branches. In just a few years, TransGlobal expanded beyond California to the East Coast, establishing branches in 25 major cities with vigorous growth that span 13 states, including California, New York, New Jersey, Massachusetts, Texas, Washington, Georgia, North Carolina, Illinois, Pennsylvania and Hawaii. From the West Coast to the East Coast, TransGlobal’s financial planning professionals are now better able to serve their clients.

Since 2015, President Philip Hu has implemented his innovative, progressive strategy, leading TransGlobal to integrate new product lines under the company, enlarging the group’s scope of service from life insurance, annuity, and financial management, to now encompassing mortgage financing, real estate, tax services, asset management, and health insurance. Recruiting the most talented industry professionals to create a well-rounded financial planning platform provides clients with the prompt, professional, and complete all-in-one wealth management service clients seek.