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IncomeBliss Deferred Annuity Plan

Earn more with monthly annuity. Save more on taxes annually.

Enjoy up to HKD60,000 tax deduction limit⁺ and exclusive enrolment for the 5-Year GoalSaver4 upon successful application for 'IncomeBliss'.

IncomeBliss Deferred Annuity Plan

Earn more with monthly annuity. Save more on taxes annually.

Enjoy up to HKD60,000 tax deduction limit⁺ and exclusive enrolment for the 5-Year GoalSaver4 upon successful application for 'IncomeBliss'.

Why do I need Qualifying Deferred Annuity Policy (QDAP)?

Embrace early retirement while seeking stable income

Short as a 5-year premium term, start receiving monthly annuity payments as early as age 501. Enjoy stable monthly income for up to 20 years2, along with the choice of HKD or USD policy currency.

Enjoy living in the moment while planning for your family

Choose to receive monthly cash payouts for 10/ 20 years2, or leave your annuity payments with us to accumulate interest3 throughout annuity period. Bringing peace of mind to your loved ones with life protection and dementia advance benefit.

Increase savings while reducing expenses

Grow your wealth steadily and enjoy up to HKD60,000 tax deductions limit⁺.

[Limited Offer]

By successfully applying for IncomeBliss Deferred Annuity Plan, you can exclusively enroll for the 5-Year GoalSaver4, enjoying up to

4.8% p.a.

guaranteed return upon maturity5.

Save, Earn and Enjoy!

Save & earn - can be achieved simultaneously.

The IncomeBliss Deferred Annuity Plan allows you to save & earn earlier for both short and long terms.

Start saving for your retirement annuity income & enjoy tax deductions⁺ today, and become a winner in life.

We also offer 5% premium discount every policy year, a total premium discount up to 50% of annual premium6! Please refer to the Terms and Conditions stated in the promotional leaflet for the offer details.

Tailor your annuity income to your needs

Bonus offer: Get up to HKD1,500 Gift Vouchers!

From now until 30 June 2024, any AXA existing customers (“Referrers”) refer new customers to successfully apply through eApplication with the financial consultants of AXA,

  • For any new designated basic plans, and;
  • With the required annualised first year premium of HKD6,000/ USD750 or above

Each Referrer can enjoy up to HKD1,500 gift vouchers#! Limited quota on a first come, first served basis.

AXA Tax Deductible Products

AXA WiseGuard Medical Insurance Plan

VHIS Standard Plan

Covers your essential medical needs according to VHIS standards and more. With WiseGuard, you’ll enjoy essential, quality protection backed by one of the largest insurers in the world. With AXA, you know you’re in safe hands.

Smart Medicare

VHIS Flexi Plan

Gives you all the benefits of WiseGuard together with three tailored benefit levels to give you full flexibility on coverage. There is no limit to lifetime benefits and supplementary major medical cover is available as an option.

AXA WiseGuard Pro Medical Insurance Plan

VHIS Flexi Plan

Offers a comprehensive range of benefits, such as full cover7 for hospitalisation surgical benefits, prescribed non-surgical cancer treatments and outpatient kidney dialysis without lifetime benefit limit, and no waiting period for unknown pre-existing conditions. WiseGuard Pro also offers a wide range of premium features to give you a well-guarded life.

Remarks:

Disclaimer:

Want to talk to us?
Please input correct information.
We can only discuss insurance matters with you when you are in HK.
Please input correct information.
Please input correct information.
Maximum 250 characters
*Required

By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

Want to talk to us?
Please input correct information.
We can only discuss insurance matters with you when you are in HK.
Please input correct information.
Please input correct information.
Maximum 250 characters
*Required

By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.