健康财富规划师(HWP)
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2025年综合所得个税汇算,明起可预约办理;网警提醒:遇到所谓的“人工退税”来电时,要保持警惕,不要相信所谓的“人工退税”
Sou Hu Cai Jing· 2026-02-24 04:38
Core Points - The announcement from the National Taxation Administration states that the personal income tax comprehensive income settlement period for the year 2025 will be from March 1 to June 30, 2026 [1] - Taxpayers can make appointments for settlement through the personal income tax App starting from February 25, 2026, for those who wish to settle between March 1 and March 20, 2026 [1] Group 1: Eligibility for Settlement - Taxpayers who have pre-paid personal income tax and meet one of the following conditions must complete the annual settlement: - The pre-paid tax amount exceeds the annual settlement tax amount and a refund is requested - The comprehensive income for the tax year exceeds 120,000 yuan and the amount due exceeds 400 yuan [4] Group 2: Exemptions from Settlement - Taxpayers are exempt from the annual settlement if: - The comprehensive income for the year does not exceed 120,000 yuan despite needing to pay additional tax - The additional tax amount does not exceed 400 yuan - The pre-paid tax amount matches the annual settlement tax amount - They meet the conditions for a tax refund but do not apply for it [5] Group 3: How to File - Taxpayers can file their settlement through the "Personal Income Tax" App or the Natural Person Electronic Tax Bureau website - Filing can also be done by the withholding agent or through a third-party intermediary - Required documents can be mailed to the designated tax authority or filed in person at the local tax service hall [6] Group 4: Fraud Warnings - Taxpayers are advised to be cautious of fraudulent messages during the settlement period, including: - Offers from professionals claiming they can help with refunds in exchange for personal information [7] - Inducements to submit false tax information under the guise of tax benefits [9] - Contact from individuals posing as tax audit personnel requesting personal information [10] - Claims of expedited refunds through "artificial tax refund green channels" [11]
向善而新 泰康人寿河南分公司交出高质量发展答卷
Xin Lang Cai Jing· 2026-02-06 04:32
Group 1 - The core event is the 30th anniversary celebration of Taikang Insurance Group, with a focus on the achievements of its Henan branch [1][3] - By the end of 2025, Taikang Life Henan has served over 6.07 million customers and paid out a total of over 6.5 billion yuan in claims [3] - In 2025, the premium income exceeded 11 billion yuan, indicating a robust business structure and strong solvency, with regulatory ratings among the top in the industry [3] Group 2 - Taikang's health and pension service system is guided by the "Longevity Era Taikang Plan," featuring three main initiatives: "Happiness Appointment," "Taikang Home·Yuyuan," and "Health Wealth Planner (HWP)" [3] - "Happiness Appointment" has nearly 9,000 high-net-worth clients in Henan, with a national client base exceeding 250,000 [3] - The "Taikang Home·Yuyuan" project has received over 640,000 visitors and accommodated more than 450 elderly residents, becoming a benchmark for integrated medical and nursing care in Central China [3] Group 3 - The second phase of the "Taikang Home·Yuyuan" project is expected to commence construction in May 2026, aimed at expanding service capacity [3] - The HWP team in Henan has surpassed 1,900 members, providing integrated planning for insurance, pension, and wealth management to high-net-worth clients [3] - Taikang's "Yicai Public Welfare" has implemented 39 projects in Henan, with total donations exceeding 56 million yuan, making it the province with the highest donations nationwide [3] Group 4 - The company aims to continue its commitment to benevolent business practices, providing warmer services and practical innovations to accompany Henan families into a prosperous future in the longevity era [4]
泰康:2025年“幸福有约”客户量超25万,HWP超3.6万人
Bei Jing Shang Bao· 2026-02-05 09:45
Group 1 - In 2025, Taikang Insurance achieved positive growth in annual operating income, new policy value, and net profit [1] - The professional team of Taikang Life continues to grow, with over 36,000 Health Wealth Planners (HWP) [1] - The "Happiness Appointment" series of innovative products has assisted over 250,000 clients in retirement and health funding [1] - Taikang Pension focuses on pension financial management, with entrusted management assets exceeding 700 billion yuan [1] - Taikang Online is building a "new insurance ecosystem" through the business model of "insurance + technology" and "insurance + service" [1] - Taikang Home has established 47 projects in 37 cities, operating 27 projects in 24 cities, serving over 20,000 residents with nearly 90,000 total bed capacity [1] - Taikang Asset's pension investment management scale exceeds 1.3 trillion yuan, while Taikang Fund's management scale exceeds 160 billion yuan, serving over 22 million clients [1] - Taikang Asset (Hong Kong) has an asset management scale exceeding 150 billion HKD [1] Group 2 - In 2026, Taikang Insurance Group will celebrate its 30th anniversary [2] - The founder and CEO, Chen Dongsheng, emphasizes that the industrial revolution extends physical capabilities, the intelligent revolution extends intellectual capabilities, and the longevity era extends life [2] - Taikang has recognized and strategically positioned itself for the trends of the longevity era, expanding from life insurance to the broader health sector [2]
泰康连续8年登榜《财富》世界500强 养老金管理规模超1.1万亿元
Huan Qiu Wang· 2025-07-29 11:36
Core Viewpoint - The article highlights the impressive growth and transformation of Taikang Insurance Group, which has ranked 334th in the 2025 Fortune Global 500 list, marking a rise of 47 places from the previous year, driven by a revenue of 327.063 billion RMB (approximately 45.456 billion USD) and a growth rate of 17.2% in RMB and 15.3% in USD [5][6]. Group 1: Financial Performance - Taikang Insurance Group has achieved a revenue of 327.063 billion RMB (approximately 45.456 billion USD) for the year 2024, reflecting a growth of 17.2% in RMB and 15.3% in USD [5]. - The company has managed assets exceeding 4.5 trillion RMB and has paid out over 205.5 billion RMB in claims since its inception [6]. - The scale of pension assets managed by Taikang has surpassed 1.1 trillion RMB, making it one of the largest pension managers in China [8]. Group 2: Business Strategy and Innovation - Taikang is focusing on a "new insurance" business model that integrates payment, service, and investment, aiming to provide a seamless high-quality service system for health and elderly care [11]. - The company has established a comprehensive medical and elderly care service system, with 44 projects across 36 cities and over 18,000 residents in its care [7][12]. - Taikang has also embraced technology in its operations, utilizing AI, big data, and cloud computing to enhance efficiency and service delivery [7]. Group 3: Social Responsibility and Community Engagement - Taikang has committed over 2.29 billion RMB to various public welfare initiatives, including elderly care, rural revitalization, and public health [12]. - The company emphasizes a "life value" philosophy that respects and celebrates life, integrating this ethos into its business practices and community engagement [10][11]. - Taikang's philanthropic efforts include the "Yingcai Public Welfare Foundation," which focuses on enhancing elderly care services and supporting the elderly care workforce [12].