Enjoy a 4.5% p.a. guaranteed preferential interest rate*!
*For details, please refer to the relevant promotion leaflet. Terms and conditions apply
Why Choose Max Wealth Insurance Plan?
To grow and nurture your wealth, having a strategy is everything. Beyond a convenient 2-year premium payment term with lump sum payment arrangement1 and a high-speed timeframe to break even, Max Wealth Insurance Plan (“Max Wealth”) is a participating life insurance plan that gives you the strategy you need to fast-build your wealth.
Max Wealth has received various awards and accolades, including:
Product Features
Starting at HKD 219.18/day only^
(2-year pay)
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Related product
Max Goal Insurance Plan
Max Goal Insurance Plan (“Max Goal”) helps you stay ahead on the path of wealth creation, so you can reach important wealth and legacy goals that matters to you. With a swift timeframe to break even and liquidity provisions, Max Goal is your roadmap to achieving life’s every possibility.
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| Customer Hotline | (852) 2802 2812 |
| Business hour | Monday - Friday: 09:00 - 17:30 |
| Saturday: 09:00 - 13:00 | |
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Disclaimer
Reward 3C - Max Wealth Insurance Plan (Lump Sum Payment) – Guaranteed Preferential Interest Rate
Reward 3C of the Promotion provides customers an offer of guaranteed preferential interest rate of 4.5% per annum△ on the prepaid amount for the 1st policy year.
To enjoy this offer, simply opt for lump sum payment arrangement and pay a lump sum payment with levy at the time of application of your Max Wealth Insurance Plan. The lump sum payment with levy to be applied as follows:
(i) pay for annual premium of the 1st policy year and the corresponding levy ; and
(ii) deposit fund in advance into the future premium deposit account for premium payment of the 2nd policy year (“Prepaid Amount”) and the corresponding levy. The Prepaid Amount will accumulate interest in the 1st policy year at a guaranteed preferential interest rate of 4.5% per annum in the future premium deposit account. At the end of the 1st policy year, the interest accrued will be credited to the future premium deposit account, and the Prepaid Amount and its accrued interest will be equal to the annual premium of the 2nd policy year and will be automatically deducted from the future premium deposit account to settle the annual premium for the 2nd policy year and the corresponding levy when due.
Table 3C
Max Wealth Insurance Plan (Lump Sum Payment) – Guaranteed Preferential Interest Rate | |
Designated Basic Plan | |
Designated Basic Plan | Max Wealth Insurance Plan ^ |
Guaranteed Preferential Interest Rate on the Prepaid Amount in the 1st Policy Year | |
Guaranteed Preferential Interest Rate on the Prepaid Amount in the 1st Policy Year | 4.5% per annum12 |
△The guaranteed preferential interest rate of 4.5% per annum is applicable to the Prepaid Amount only.
^ Only applicable to Max Wealth Insurance Plan with the Lump Sum Payment arrangement selected.
12. For details of Reward 3C, please refer to the section of Reward 3C of the Terms and Conditions stated in the promotion leaflet.
“Excellent Brand of Savings Insurance” from Metro Finance’s “Hong Kong Leaders' Choice 2023”
“Best Saving Product” from iMoney Magazine’s “Insurance Excellence Awards 2022”
Max Wealth has received various awards and accolades, including:
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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