*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
IncomeEnrich Deferred Annuity Plan (“IncomeEnrich”) is certified by the Insurance Authority as a Qualifying Deferred Annuity Policy. In addition to tax incentive and its 10 or 20-years steady stream of monthly annuity payment, whether you want to fund your lifestyle, reach your savings goals, or create a financial buffer against life’s misfortunes, IncomeEnrich can give you a head start.
IncomeEnrich has received:
“Excellent Brand of Life Insurance Services” from Metro Finance’s “Hong Kong Leaders' Choice 2021”
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Customer Hotline | (852) 2802 2812 |
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Saturday: 09:00 - 13:00
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Disclaimer
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).
Annual tax deductible limit for qualifying annuity premiums paid | |
Individual applicants | |
Individual applicants | Up to HKD60,0004 |
Married couples | |
Married couples | Up to HKD120,000 (Provided that the deduction claimed by each taxpayer does not exceed the individual limit of HKD60,0004) |
Experience our seamless digital enrollment platform! Meet, buy, sign, pay and upload documents safely from the comfort of your home.