Core Viewpoint - The company is actively engaging in financial education activities aimed at elderly individuals to enhance their understanding of financial services and protect their retirement wealth [1][3]. Group 1: Financial Education Activities - The theme of the recent financial education initiative is "Guarding Silver Age, Warm Companionship," focusing on helping elderly individuals navigate financial services and improve their risk awareness [1]. - The activities include a "warm heart package" of practical financial knowledge tailored to the learning characteristics and needs of older adults, covering suitability management, common scams, and simplified operational guides [3]. Group 2: Suitability Management - The initiative emphasizes the importance of suitability management, encouraging elderly participants to make informed financial choices based on their risk tolerance and retirement plans, using relatable analogies like shopping to explain the principles [3]. - The program advises against impulsive purchases and excessive investments, guiding seniors to select financial products that genuinely meet their needs [3]. Group 3: Scam Awareness - The activities highlight prevalent scams targeting the elderly, such as "full-agent policy cancellation" and fraudulent schemes disguised as "reverse mortgages, investment management, and health care," providing practical tips for fraud prevention [3]. - Simple and memorable fraud prevention guidelines were shared, including verifying identities through calls, avoiding unknown links, and consulting family members before making large transfers [3]. Group 4: Digital Adaptation - To assist elderly individuals in adapting to the digital age, the company created a "Simplified Love Version" online service guide, featuring large text and step-by-step visuals for common functions like policy inquiries and premium payments [4]. - On-site staff provided one-on-one assistance to help seniors effectively navigate digital services, ensuring they feel more comfortable and capable when using smartphones for financial transactions [4]. Group 5: Future Commitment - The company received positive feedback from participants, who found the content practical and helpful in learning about financial product selection, scam prevention, and online service usage [4]. - The company plans to continue these supportive initiatives, aiming to establish itself as a trusted financial partner for the elderly, committed to enhancing their quality of life and security in retirement [4].
为银龄群体送上金融知识“大礼包”