请润色这段话：分行财富部于5月10日接待总行财富部产品室保险产品经理相宇。在为期一天的调研过程中相宇老师先后与分行财富部雅素总、育珍总、财富顾问吴风博兼保险产品经理、财富顾问王俊盈、平台经营团队于仲雪进行座谈交流此外还向营业部、软件园的六位客户经理开展了调研。最后为全行客户经理含私钻开展了一场线上培训。财富部现根据与总行交流的信息结合自身保险业务现状对下阶段保险工作做如下梳理：

On May 10th, the Wealth Management team of the branch received a visit from the Insurance Product Manager, Mr. Xiang Yu, from the Head Office's Wealth Management department. During his one-day research visit, Mr. Xiang had discussions with the branch's Wealth Management team, including General Managers Ya Su and Yu Zhen, Wealth Advisor Wu Fengbo (who also serves as an Insurance Product Manager), Wealth Advisor Wang Junying, and Platform Operations team member Yu Zhongxue. In addition, he conducted research with six client managers from the branch's business department and software park. Finally, a remote training session was provided to all client managers (including private diamond members). Based on the information obtained from the Head Office, and taking into account the current state of the branch's insurance business, the Wealth Management department has outlined the following plan for the next phase of insurance work