Core Insights - The "Integrity Partners Achieve the Future - 2025 Future Conference" was successfully held in Beijing, focusing on new opportunities for high-quality development in pension finance, with over 60 representatives from various sectors [1][2] - CITIC Group and Prudential Group are committed to building a comprehensive pension finance service system that addresses the full lifecycle needs of clients, focusing on four core areas: health, care, education, and wealth [1][2] Group 1: Conference Highlights - The conference was supported by the British Embassy in China and the China-Britain Business Council, featuring key figures from both CITIC Group and Prudential Group [1] - A launch ceremony for the "Going Abroad, Find CITIC" and "Coming to China, Find CITIC" initiatives was held, aimed at enhancing Sino-British corporate cooperation in the pension finance sector [2] Group 2: Strategic Initiatives - Prudential Group expressed pride in supporting China's pension security system and plans to continue fostering innovation and developing pension solutions tailored to Chinese families [2] - CITIC Prudential Life Insurance will collaborate with innovative overseas enterprises in health, medical, and technology sectors to create a Sino-British health and care laboratory [2][3] Group 3: Service Integration - CITIC Prudential Life Insurance is building an "insurance + service" ecosystem by partnering with various CITIC entities to provide integrated health and care services [3] - The company aims to offer cross-generational wealth management and inheritance services, responding to the needs of clients in both domestic and international markets [3]

Core Viewpoint - The article highlights the importance of customer-centric service in the competitive insurance industry, exemplified by Liu Li's dedication and professional growth since joining the industry in November 2016 [1][5]. Group 1: Professional Integrity - Liu Li values integrity as a fundamental quality in her career, consistently adhering to ethical principles despite potential conflicts of interest [5]. - An example of her commitment to integrity is illustrated when she insisted on accurate health disclosures from a client, which ultimately prevented a significant financial loss for both the client and the company [5]. Group 2: Innovative Service Models - Liu Li prioritizes customer needs and continuously innovates service models to exceed client expectations, organizing events like "Insurance Knowledge Lectures" to educate clients [7]. - Her proactive approach in assisting clients during claims processes has enhanced trust and satisfaction, demonstrating the warmth and strength of insurance services [7]. Group 3: Recognition and Professional Development - Liu Li has received numerous accolades for her professional capabilities and service quality, including being named "Integrity Ambassador" for six consecutive years from 2018 to 2023 [9]. - She achieved the "IDA International Dragon Award" for three consecutive years from 2023 to 2025, and completed a certification as a retirement planner from Peking University in 2024, enhancing her expertise in retirement planning [9][10]. Group 4: Team Building and Leadership - As a business manager, Liu Li emphasizes the importance of team development, guiding her team with principles of integrity, professionalism, and service [11]. - She organizes regular training and experience-sharing sessions to improve her team's industry knowledge and sales skills, fostering a motivated and high-performing team [11]. - Liu Li aims to continue her journey in the insurance industry, focusing on customer needs and professional service to elevate her team and contribute to the industry's healthy development [11].