Max Goal Insurance Plan

Enjoy up to 3% Premium Discount

*For details, please refer to the relevant promotion leaflet. Terms and conditions apply

Why Choose Max Goal Insurance Plan?

Wealth is the ability to fully experience life. To get started on the path of wealth creation, placing milestones along the way is fundamental. Max Goal Insurance Plan (“Max Goal”) is a participating life insurance plan that gives you the tools you need to accelerate the attainment of your planned milestones, so you can fulfil life’s every possibility or leave a legacy for generations.

Product Features

Guaranteed breakeven time as fast as 5 years

Guaranteed cash value¹ at policy commencement will be up to 85% of the single premium and then reach 100% of single premium as early as the end of the 5^thpolicy year, it will keep growing throughout the policy.

Lock in gains with compelling freedom

You may apply to exercise the terminal dividend lock-in option² to transfer a percentage of the latest value of terminal dividend to your terminal dividend lock-in account. You can withdraw part or all of the value of the terminal dividend lock-in account without surrendering your policy³.

Flexi Designation Option to strengthen policy continuity

Distinctive Feature⁴

You can start to accumulate wealth from policy commencement to optimise the wealth accumulation effect over time, while being able to determine your allocation at later stages by transfer part of the value of your policy to a separate policy of Max Goal and designate another person as the insured, without interruption to your wealth accumulation under the policy and legacy planning across generations.

Straightforward application – without the need of health information

No medical underwriting is required⁵ if the issue age of the insured be at or below 70; and the total premiums for the basic plan of Max Goal and the designated participating life insurance plans be less than or equal to USD 10 million.

Download

Max Goal Insurance Plan Product Brochure

PDF 832.4 KB

Download

Max Goal Insurance Plan Product Leaflet

PDF 443.9 KB

Participating Policy Fact Sheet

Fulfilment Ratios and Total Value Ratios of AXA’s Participating Plans

Related product

Max Wealth Insurance Plan

Max Wealth Insurance Plan helps you grow your funds efficiently by making your money work harder - and faster. Beyond a convenient 2-year premium payment term with lump sum payment arrangement and a rapid timeframe to break even, you’ll also enjoy extraordinary legacy tools for better wealth planning.

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Contact AXA

Customer Hotline	(852) 2802 2812
Business hour	Monday - Friday: 09:00 - 17:30
	Saturday: 09:00 - 13:00
	Except Public Holidays

Remarks

Disclaimer

	Max Goal Insurance Plan Premium Discount
	Designated Basic Plan
Designated Basic Plan	Max Goal Insurance Plan
	Single Premium of Designated Basic Plan (USD)
Single Premium of Designated Basic Plan (USD)	Below USD500,000	USD500,000 to USD999,999	USD1,000,000 or above
	Premium Discount Percentage on Each Eligible Basic Plan of Reward 3D^# (% of Single Premium of Eligible Basic Plan of Reward 3D)
Premium Discount Percentage on Each Eligible Basic Plan of Reward 3D^# (% of Single Premium of Eligible Basic Plan of Reward 3D)	1%¹²	2%¹²	3%¹²

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