想把國泰/富邦/中壽保單轄區,轉到桃園中壢新家附近 - 桃園中壢
By Quintina
at 2017-10-15T18:18
at 2017-10-15T18:18
Table of Contents
如題,我目前有這3家保單 (其實還有新光&三商美邦...)
因為已經搬家到桃園中壢一段時間,但原籍還在外地
不知如果分別轉籍到桃園中壢,應如何處理較好?會不會很麻煩 (尤其是投資型保單)
有繳了十幾年的312儲蓄險+年年還本壽險,也有近幾年很夯的外幣保單&投資型,
(視需要會再增加保額,去年才剛加碼1x萬添購額度,以後還要再加碼!)
雖然可配合辦轉帳,不用面交收費,但總會有其他事情需親洽業務員or業務員需親洽我
(例如辦理滿期金/理賠/信用卡分期/轉換投資標的......之類的)
(多年前國泰有個"全面拜訪"就要求收展員須持聯繫單,專程南下找我親晤親簽)
所以還是轉籍到桃園較方便,不知誰能提供一些建議呢?
大約需要多久時間? 這樣子新的單位會有續期獎金or繳費績效嗎?
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