As a working professional, you have been striving for career success to embrace a financially secure and worry-free future. But staying financially secure means having a dependable monthly income as well as a safety net. With IncomeEnrich Deferred Annuity Plan, you can enjoy a steady and guaranteed stream of income and additional protection, so you can lead your life comfortably without any financial worries.
Personalize your retirement solution flexibly for a worry-free future
IncomeEnrich Deferred Annuity Plan is a participating deferred annuity insurance plan eligible for tax deduction and offers up to 20-years steady stream of monthly annuity payment. Besides, you can enjoy additional protection to avoid financial pressure in the event of any unforeseen incidents!
Highlights of IncomeEnrich Deferred Annuity Plan:
- Flexibility to craft your retirement solution, premium payment term as short as 5 years
- Up to 20-years steady stream of monthly annuity payment
- Tax deductible¹
- Waiver or extended grace period for premium payments during difficult times
- Peace of mind with life and dementia protection
Embrace your protection with tax incentive
IncomeEnrich is a Qualifying Deferred Annuity Policy (“QDAP”) eligible for tax deduction which is certified by the Insurance Authority. Policy owner can enjoy a maximum tax deductible limit of HKD60,000¹ annually. If you successfully apply for IncomeEnrich and designated medical plan at the same time, each taxpayer can enjoy a tax deduction of up to HK$68,000¹ annually.
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