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服務宣言
協助客戶及夥伴累積財富並實現夢想
國際獲獎
2011年 美國MDRT百萬圓桌會員
2012年 美國MDRT百萬圓桌會員
2013年 美國MDRT百萬圓桌會員
2020年 美國MDRT百萬圓桌會員
2016年 受邀「現代保險雜誌」專訪「企業保險」
專業認證
1995年 人身保險業務人員證照
2002年 投資型商品業務人員證照
2010年 外幣收付非投資型商品證照
2009年 財產保險業務人員證照
2011年 證劵營業員資格證照
內部獲獎
2019年 富邦人壽金品獎傑出單位
2021年 富邦人壽金品獎傑出單位
2022年 富邦人壽金品獎傑出單位
2023年 富邦人壽金品獎傑出單位
2024年 富邦人壽金品獎傑出單位
25年 團險高峰會首席會員
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