You Yuan 
Asset Allocation and Insurance 
Decrypting Big Policy Sales

The content of this book is a transcript of a course taught by Ms. You Yuan at the "Life Insurance Industry Elite TOP Forum". It is a summary of nearly 20 years of experience in life insurance marketing and family wealth management. Its "asset allocation plan" for high-net-worth clients ranges from the introduction of ideas to the citation of laws and regulations to the recommendation of product plans that match their needs. Logic is rigorous and interlinked; "Private Wealth Management" deeply analyzes the three concerns of "legal security", "financial security", and "life security" in private wealth management, and points out that "private wealth management is process management", with extensive quotations, informative data, and a large number of private wealth management cases for in-depth and simple explanations, which is convincing. It is a masterpiece combining internationally leading marketing concepts and personal marketing practices in the development of mid- to high-end markets in China”s life insurance industry.