Enjoy up to a 5% premium discount every policy year#
# For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
IncomeBliss Deferred Annuity Plan (“IncomeBliss”) is certified by the Insurance Authority as a Qualifying Deferred Annuity Policy (“QDAP”). Beyond giving you the advantages of tax deduction and a reliable stream of annuity payments in retirement, IncomeBliss empowers you with options to craft your own vision for your golden years.
Why choose IncomeBliss Deferred Annuity Plan ?
Having devoted years of hard work to hone your expertise or nurture your family, it’s time to plan the well-deserved retirement you have always envisioned. While securing a steady income stream is a smart move, having choice can make a difference.
A participating deferred annuity insurance plan, IncomeBliss not only offers a reliable stream of monthly annuity payments and tax deduction1, but also empowers you with choices to fully realise your vision of a blissful future.
IncomeBliss’s Key Advantages
- A choice of premium payment term, annuity period and policy currency of HKD / USD for maximum flexibility
- Receive monthly annuity payments as early as age 502
- Enjoy steady of monthly annuity income and potential for extra wealth growth3
- Take advantage of tax savings to accumulate more for the future
- Stay protected during challenging times with accident premium waivers4 or extended grace periods5 for premium payments
- Peace of mind with life coverage and dementia advance benefit6
See how IncomeBliss can help you shape the retirement plan
Are you an office professional struggling to balance your busy working schedule? We’re here to remind you that it’s not just about working smart — it’s also about saving smart and planning smart.
Explore the unique savings advantages offered by IncomeBliss across the policy period and see how it can enrich your financial future.
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Boost your savings today with the 5-Year GoalSaver and seize the opportunity for an attractive guaranteed return upon policy maturity. Don’t miss out this limited offer to unlock your savings’ full potential and achieve your life’s dreams.
Subject to terms and conditions
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Reward 1D – IncomeEnrich Deferred Annuity Plan Premium Refund
Table 1D
IncomeEnrich Deferred Annuity Plan Premium Refund | ||
Designated Basic Plan | ||
Designated Basic Plan | IncomeEnrich Deferred Annuity Plan | |
Premium Payment Term | ||
Premium Payment Term | 5 years | 10 years |
AFYP of Designated Basic Plan (USD) | ||
AFYP of Designated Basic Plan (USD) | USD 6,000 or above | |
Premium Refund Percentage on Eligible Basic Plan of Reward 1D# (% of the AFYP of Eligible Basic Plan of Reward 1D) | ||
Premium Refund Percentage on Eligible Basic Plan of Reward 1D# (% of the AFYP of Eligible Basic Plan of Reward 1D) | 5%7 | 15%7 |
7. For details of Reward 1D, please refer to the section of Reward 1D of the Terms and Conditions stated in the promotion leaflet.
#Please refer to the Terms and Conditions stated in the promotion leaflet for the definition(s).
IncomeBliss Deferred Annuity Plan – Product Marketing Video
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