About
With over 25 years of experience in wealth management, 15 professional qualifications, and as the author of 9 popular self-help books and renowned speaker across Asia, I am passionate about developing young people to become Premier Financial Professionals and Future Insurance Leaders.
In 2016, our district became the first team in history to achieve 100% MDRT (39% COT and TOT). We defeated over 200 districts to be crowned Champions of the AIA Super Grand District of the Year Award. To date, we continue to be the record holder for the highest MDRT ratio.
Our district consists of nearly 300 highly-educated professionals, including bankers and lawyers (96% tertiary, Masters, PhDs), of which the majority (85%) comes from an IANG background. I’m coined as the “Father of IANG” having recruited the 1st financial planner under the IANG scheme in Hong Kong.
I believe this is the best platform for young professionals to develop their talents, achieve their dreams, and bring peace and smiles to our clients and their families. Together, we strive to build our UTOPIA.
We are constantly looking for talented people who share the same vision. If what we do resonates with you, please contact me.
Articles by Wave
Activity
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【Tram Party】Romantic Autumn Night Journey Register Now: https://lnkd.in/grkskFuG As #Autumn deepens, it's the perfect time for outdoor activities.…
【Tram Party】Romantic Autumn Night Journey Register Now: https://lnkd.in/grkskFuG As #Autumn deepens, it's the perfect time for outdoor activities.…
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With every challenge I’ve faced, I realised a fundamental truth: it’s often less about how much your body can take and more about what your mind can.…
With every challenge I’ve faced, I realised a fundamental truth: it’s often less about how much your body can take and more about what your mind can.…
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Experience
Education
Licenses & Certifications
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Greater-Bay-Area Fellow (GBAF)
Guangdong-Hong Kong-Macau-Bay Area Economic And Trade Institute
Issued -
Chartered Life Practitioner (ChLP)
The Life Underwriters Association of Hong Kong Ltd
Issued -
Certified Master Practitioner of Neuro Linguistic Programming (NLPMP)
Exceptional Performance Consulting Co. Ltd
Issued -
Chartered Financial Consultant (ChFC)
The Life Underwriters Association of Hong Kong Ltd
Issued -
Associate Customer Service (ACS)
Life Office Management Association
Issued -
Hong Kong Society of Certified Insurance Practitioners (HKCIP)
The Hong Kong Society of Certified Insurance Practitioners Ltd
Issued -
Life Underwriting Training Council Fellow (LUTCF)
The Life Underwriters Association of Hong Kong Ltd
Issued -
Chartered Financial Practitioner (FChFP)
The Asia Pacific Financial Services Association
Issued -
Certified Financial Planner (CFPCM)
The Institute of Financial Planners of Hong Kong
Issued
Volunteer Experience
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The 17th Asia-Pacific Life Insurance Congress 2019 Workshop Speaker
APLIC
- Present 5 years 6 months
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AIAFAM National Convention Main Platform and Breakout Session Speaker
AIAFAM
- Present 6 years
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LUA Hong Kong Convention Workshop Speaker
LUAHK
- Present 8 years
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GAMA Convention Workshop Speaker
GAMAHK
- Present 11 years
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Macau Insurance Agent and Brokers Association Convention Platform Speaker
Macau Insurance Agent and Brokers Association
- Present 13 years
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LUA Hong Kong MDRT Day Main Platform Speaker
LUAHK
- Present 14 years
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LUA Hong Kong MDRT Day Workshop Speaker
LUAHK
- Present 15 years
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GAMA Convention Workshop Speaker
GAMAHK
- Present 22 years
Publications
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大單:台灣高額保單成交祕笈
人人都想做大單,但怎麼做大單?在這本書中,我們與大家分享邁向大單之路的過程,並將個人真實案例加以整理、解析,且提出「保險ESG永續發展」,更特別提供「大單地圖」,讓想做大單的你,可以按圖索驥,知道如何滿足高資產族群的需求,同時感受到大單市場的無限寬廣與可能!
期待透過我們真誠的交流,讓有緣閱讀《大單》一書或是對保險業有興趣的人,以及同在保險業界奮鬥的你,能夠有所收穫,進而具備做大單的自信。 -
Big Deals: The Secrets To Closing Big Insurance Deals Revealed
If every financial advisor is given the same tools to succeed, how does one stand out above the rest? That is the question that Big Deals aims to answer by gathering the perspectives of seven of the most outstanding performers in the industry.
A deal is much more than just a transaction, and not all deals are the same. Get to know the people behind some of the biggest deals in the industry, and experience the stories from their perspectives as they provide exclusive insights into the…If every financial advisor is given the same tools to succeed, how does one stand out above the rest? That is the question that Big Deals aims to answer by gathering the perspectives of seven of the most outstanding performers in the industry.
A deal is much more than just a transaction, and not all deals are the same. Get to know the people behind some of the biggest deals in the industry, and experience the stories from their perspectives as they provide exclusive insights into the highlights of their illustrious careers. -
Cold Call:保險從零度到零難度
商務印書館(香港)有限公司
2020年1月新冠肺炎COVID-19襲港,香港政府為保障市民健康,實施了一系列防疫措施。2月初往來香港與內地的旅客更要接受幾星期的隔離檢疫,引致旅客人數暴跌。這些政策無疑對防疫有一定幫助,但事實上對很多行業也造成沉重的打擊。
面對原有客源減少,很多同業也嘗試做陌生拜訪(Cold Call)。雖然 Cold Call 方式很多,條條大路也可通羅馬,但遺憾的是團隊精通的那一種 Cold Call 你未必想做,你想做的那一種,團隊卻教不了。當然我的團隊也遇到這問題,於是我想既然我曾出書分享做大單的心得,那為什麼不可以再出版一本書分享 Cold Call 的秘訣?
但我能力著實有限,所以我決定借力,廣邀各門各派高手好友一起共襄善舉。一方面集各家所長豐富書的內容,幫到很多想做好的人,照顧不同層面的需要。另一方面我們希望藉此書宣揚一個重要信息:「同行不等如敵國,同行攜手也可以同行。」
我相信透過我們的分享,一定有一種Cold Call適合你,希望你喜歡《Cold Call》,也祝你對保險從零度到零難度。 -
銷魂2.0:保險銷售的九陽神功
商務印書館(香港)有限公司
全新修訂版《銷魂2.0》除保留了《銷魂1.0》所有內容外,還加入了6個全新篇章,特別照顧疫情封關期間入行的新人
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大单:马来西亚100%成交秘笈
自香港《大單》出版以來,反應一直熱烈,決定打破傳統,打破地域、公司界限,聯同6位馬來西亞高手,集7人畢生功力,合作推出簡體字版《大單 – 馬來西亞100%成交秘訣》。我們希望借此書在疫情中為保險同業們打打氣,幫助更多同業成就大單,突破事業樽頸,實現理想!
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大單:促成天價保單的秘訣
商務印書館(香港)有限公司
本書公開促成大額保單的思維、接洽過程及銷售技巧,剖析處理異議及成交的方法。內容涵蓋CRS、信託、傳承、資產配置、保費融資等,是打開高淨值資產市場的致勝鑰匙。
書中分享的心態及逆向思維技巧,並不限於保險銷售,亦適用於一般服務性行業,包括前線銷售、市場推廣、地產經紀、專業顧問等等…… -
銷魂:保險銷售的九陽神功
ET Press 經濟日報出版社
本書主要寫銷售技巧和心態,故命名為「銷魂」,銷指銷售,魂則有精神、神志之意,故特別適合有興趣投身保險這行和入職首兩年的人閱讀。當中的一些營銷技巧、心法與策略,相信能幫助新手提高銷售的成功率,從而為行業挽留人才作出一點貢獻。
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Riding the Wave: The Key to Building a 100% MDRT Team
ET Press 經濟日報出版社
The book details the team management challenges that Wave has encountered over the years. I believe that every team manager in the insurance industry must feel the same with these challenges and hardships.
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經一專欄
Economic Digest 經濟一週
Columnist
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銷售達人
Etnet 經濟通
Columnist
Honors & Awards
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GBA Insurance Practitioners Awards 2022 (Hong Kong & Macau) - Extraordinary Leader in Insurance Industry Award
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5th Asia Trusted Life Agents and Advisers Awards - Digital Leader of the Year (Winner)
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HKFI The Hong Kong Insurance Awards - Outstanding Agent of the Year (Winner)
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Asia Insurance Agency Leader of the Year 2019
Asia Advisers Network
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4th Asia Trusted Life Agents and Advisers Awards - Outstanding Agent of the Year (Winner)
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GAMA Frontline Leader Diamond Award (FLA) 2018
GAMAHK
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GAMA International Management Diamond Award (IMA) 2018
GAMAHK
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GAMA International Management Titanium Award (IMA) 2018
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GAMA Master Agency Award (MAA) 2018
GAMAHK
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LUAHK Quality Leader Award (QLA) 2018
LUAHK
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LUAHK Quality Manager Rainbow Award (QMA) 2018
LUAHK
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iMoney Insurance People of the Year - Hong Kong 2018
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AIA Highest MDRT % District – 2nd Runner Up 2017
AIA
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GAMA Best Growth Gold Award (BGA) 2017
GAMAHK
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GAMA Frontline Leader Diamond Award (FLA) 2017
GAMAHK
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GAMA International Management Diamond Award (IMA) 2017
GAMAHK
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GAMA Master Agency Award (MAA) 2017
GAMAHK
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LUAHK Quality Leader Award (QLA) 2017
LUAHK
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LUAHK Quality Manager Rainbow Award (QMA) 2017
LUAHK
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AIA Highest MDRT % District – Champion 2016
AIA
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AIA Super Grand District of the Year (SGDOY) – Champion 2016
AIA
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LUAHK Quality Leader Award (QLA) 2016
LUAHK
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LUAHK Quality Manager Award (QMA) 2016
LUAHK
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AIA Highest MDRT % District – 1st Runner Up 2015
AIA
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AIA Super Grand District of the Year (SGDOY) – 1st Runner Up 2015
AIA
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GAMA Frontline Leader Gold Award (FLA) 2015
GAMAHK
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GAMA International Management Diamond Award (IMA) 2015
GAMAHK
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LUAHK Quality Leader Award (QLA) 2015
LUAHK
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LUAHK Quality Manager Award (QMA) 2015
LUAHK
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AIA Grand District of the Year (GDOY) – 1st Runner Up 2014
AIA
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AIA Highest MDRT % District – 2nd Runner Up 2014
AIA
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GAMA Executive Premier Agency Leader Bronze Award (EPAL) 2014
GAMAHK
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GAMA Frontline Leader Silver Award (FLA) 2014
GAMAHK
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GAMA International Management Gold Award (IMA) 2014
GAMAHK
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LIMRA International Quality Award (IQA) 2014
LIMRA
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LUAHK Quality Advisor Award (QAA) 2014
LUAHK
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LUAHK Quality Manager Award (QMA) 2014
LUAHK
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GAMA Frontline Leader Silver Award (FLA) 2013
GAMAHK
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GAMA International Management Gold Award (IMA) 2013
GAMAHK
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LIMRA International Quality Award (IQA) 2013
LIMRA
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LUAHK Quality Advisor Award (QAA) 2013
LUAHK
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LUAHK Quality Manager Award (QMA) 2013
LUAHK
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LUAHK Quality Manager Award (QMA) 2013
LUAHK
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GAMA Frontline Leader Silver Award (FLA) 2012
GAMAHK
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GAMA International Management Silver Award (IMA) 2012
GAMAHK
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LIMRA International Quality Award (IQA) 2012
LIMRA
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LUAHK Quality Advisor Award (QAA) 2012
LUAHK
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LUAHK Quality Manager Award (QMA) 2012
LUAHK
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GAMA Frontline Leader Silver Award (FLA) 2011
GAMAHK
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GAMA International Management Silver Award (IMA) 2011
GAMAHK
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LIMRA International Quality Award (IQA) 2011
LIMRA
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LUAHK Quality Advisor Award (QAA) 2011
LUAHK
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LUAHK Quality Manager Award (QMA) 2011
LUAHK
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GAMA Frontline Leader Silver Award (FLA) 2011
GAMAHK
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GAMA International Management Silver Award (IMA) 2010
GAMAHK
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LIMRA International Quality Award (IQA) 2010
LIMRA
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LUAHK Quality Advisor Award (QAA) 2010
LUAHK
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LUAHK The Distinguished Manager Award (DMA) 2010
LUAHK
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GAMA Frontline Leader Silver Award (FLA) 2009
GAMAHK
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GAMA International Management Silver Award (IMA) 2009
GAMAHK
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LIMRA International Quality Award (IQA) 2009
LIMRA
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MDRT Honor Roll and Life Member 2009
MDRT
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GAMA Career Development Silver Award (CDA) 2008
GAMAHK
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GAMA International Management Silver Award (IMA) 2008
GAMAHK
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LIMRA International Quality Award (IQA) 2008
LIMRA
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GAMA Career Development Bronze Award (CDA) 2007
GAMAHK
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GAMA International Management Bronze Award (IMA) 2007
GAMAHK
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LIMRA International Quality Award (IQA) 2007
LIMRA
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LUAHK The Best Financial Planner Award (BFP) 2007
LUAHK
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GAMA Career Development Silver Award (CDA) 2006
GAMAHK
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GAMA International Management Bronze Award (IMA) 2006
GAMAHK
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LIMRA International Quality Award (IQA) 2006
LIMRA
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GAMA Career Development Bronze Award (CDA) 2005
GAMAHK
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LIMRA International Quality Award (IQA) 2005
LIMRA
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LIMRA International Quality Award (IQA) 2004
LIMRA
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LIMRA International Quality Award (IQA) 2003
LIMRA
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LIMRA International Quality Award (IQA) 2002
LIMRA
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LIMRA International Quality Award (IQA) 2001
LIMRA
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HKMA SME Outstanding Young Salesperson Award (OYSA) 2000
HKMA
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LIMRA International Quality Award (IQA) 2000
LIMRA
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AIA Group President Club Qualifiers
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CIA 500 Chinese Insurance Agency 500 Double-Crown Member
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ICMF Ten Million Club (TMC) Supreme Member
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International Dragon Award (IDA) Platinum Award (Manager Category)
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Wosheng Commercial-Law Outstanding Leadership Award
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這位寶寶連續兩個月Top Agency了,新升經理卻力壓Utopia群雄,分享時眼泛淚光明顯是吃著辛勞的果實甜到眼淚都Bill出來啦~~~ 叻呀,鄧你高興 #utopiahk #可複制的成功 #由被培養到培養別人超進化 #starmakerhk
這位寶寶連續兩個月Top Agency了,新升經理卻力壓Utopia群雄,分享時眼泛淚光明顯是吃著辛勞的果實甜到眼淚都Bill出來啦~~~ 叻呀,鄧你高興 #utopiahk #可複制的成功 #由被培養到培養別人超進化 #starmakerhk
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【Is Keyman Insurance Tax-Deductible?】 Full Article: https://lnkd.in/gefe9XHb #Keyman #Insurance is an insurance policy designed to protect a…
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