*For details, please refer to the relevant promotion leaflet. Terms and conditions apply
Wealth Ultra Savings Plan (“Wealth Ultra”) is a participating life insurance plan which offers sustainable wealth growth across multiple generations, along with flexibility to counter against market shifts and changes in your financial standing. Give your wealth the leading edge with 3 features that are unique in the market¹ – engage with Wealth Ultra today.
Wealth Ultra has received various awards and accolades, including:
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Remarks
Disclaimer
During the Promotion Period, if customer successfully submits application for a basic plan of Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan, customer may be entitled to premium refund on future premium(s).
What is more? During the Promotion Period, if customer also successfully submits applications for any of the following Designated Insurance Plans and all the relevant policies are held by the same policy owner, customer may be entitled to 6% extra premium refund on future premium(s).
Designated Insurance Plans:
• LoveAssure Critical Illness Plan / LoveAssure Plus Critical Illness Plan
• AXA WiseGuard Pro Medical Insurance Plan (basic plan / supplement)
• JoyAhead Immediate Annuity Plan
• Global Elite II Health Plan
• CareForAll Critical Illness Plan (This product will be launched on 3 October 2023)
Table 2A
Wealth Advance Savings Series II – Ultimate / Wealth Ultra Savings Plan Premium Refund | |||||
Designated Basic Plans | |||||
Designated Basic Plans | Designated Basic Plans | - Wealth Advance Savings Series II – Ultimate | - Wealth Ultra Savings Plan | ||
Premium Payment Term | |||||
Premium Payment Term | Premium Payment Term | 5 years | 10 years | 8 years | |
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | |||||
Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | Total AFYP of Designated Basic Plan and its Supplements (if applicable) (USD) | USD5,000 or above | |||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Basic Premium Refund | 5%9 | 10%9 | 7%9 |
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Extra Premium Refund (if same policy owner successfully applies for Designated Insurance Plans) | +6%9 | |||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | |||||
Premium Refund Percentage on Each Eligible Policy of Reward 2A# (% of the total AFYP of Eligible Policy of Reward 2A) | Total | 11%9 | 16%9 | 13%9 |
9. For details of Reward 2A, please refer to the section of reward 2A 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).
Experience our seamless digital enrollment platform! Meet, buy, sign, pay and upload documents safely from the comfort of your home.