【Limited time offer】
Apply and enjoy up to 28% premium refund#
Enjoy 4.5% p.a. guaranteed preferential interest rate on prepaid premiums#
#Terms and conditions of this promotion apply. For details, please refer to the below promotion leaflet.
Who should choose FortuneXtra Savings Plan?
Living in a transitional era with an ever-growing need to travel, work, study, and even retire across borders, people readily exposed to changes are often required to fine-tune and adjust to new, global financial goals.
Offering multiple currencies conversion, lock-in policy value and the ability to divide policy, FortuneXtra Savings Plan (“FortuneXtra”) not only helps global-minded individuals and families boost returns and seize global opportunities, but also manages wealth and builds legacy across generations.
FortuneXtra has received various awards and accolades, including:
FortuneXtra’s Key Advantages
- Choose from up to 9 policy currencies and convert the policy currencies for an unlimited number of times1, in part or in full, to meet your evolving needs
- Divide your policy into multiple separate policies to adapt to evolving financial goals
- 【First in the market2】 Dual currency accounts unlock your global savings potential
- Achieve ambitious goals with competitive potential returns
- Capture gains with Policy Value Lock-in Option without restrictive aggregate lock-in rate limit
- Flexible and comprehensive tools for uninterrupted legacy planning
See how FortuneXtra can help you better adapt to a changing future
Thinking about investing in a new property abroad? Hoping to retire early? Or better still, live all over the world? A survey commissioned by AXA showed that achieving your new life goals may require over HKD4 millions in average!
Speed up your saving goal progress? Or utilize your investment budget? Check out the limited-time offer and learn how FortuneXtra can generate attractive potential returns achieving multiple goals in your life journey with our saving calculator.
We tend to believe that we should live our lives following a fixed plan, however the truth is we should have a plan that can adapt to life’s many changes. Explore how FortuneXtra helps make your wealth planning more stable, flexible and secure.
How FortuneXtra works?
Take a look at the sample case of Tim (age 30) to see how FortuneXtra empowers him to unlock the future’s full potential through comprehensive financial and legacy planning.
Background:
Tim recently became a father and is set to move to Shanghai to accept his promotion. To prepare his family for a new future with plenty of unknowns, Tim requires a policy that can give him all-round flexibility with financial planning. He knows FortuneXtra can help.
- Policy owner: Tim (age 30)
- Initial insured3 of the policy: Tim’s daughter, Jennifer (age 0)
- Premium payment term: 5 years
- Annual premium: RMB240,000
Starting at HKD 1,549/month4 only
(5-year pay)
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Related Product
Available for a limited time only, FortuneXtra Savings Plan (2-year pay) is offering a solution to help you keep up with changing global financial needs with shorter payment term commitment.
Meet our Financial Consultant via virtual appointment!
Experience our seamless digital enrollment platform! Meet, buy, sign, pay and upload documents safely from the comfort of your home.
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Disclaimer
“Saving Plan – Excellence" from Bloomberg Businessweek’s “Financial Institution Awards 2022”
“Outstanding Savings Product Award” from Metro Finance’s “GBA Insurance Awards 2022 – Hong Kong Region”
“Innovative Insurance Product (Savings)” from Sing Tao Daily’s “Sing Tao Service Awards 2021”
“Excellent Brand of Savings Insurance” from Metro Finance’s “Hong Kong Leader’s Choice 2022”
FortuneXtra Savings Plan - Survey Video
Let's learn more from Tim's case
Meet our Financial Consultant via virtual appointment!
Experience our seamless digital enrollment platform! Meet, buy, sign, pay and upload documents safely from the comfort of your home.
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