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LIMITED-TIME OFFER

Wealth Ultra Savings Plan (2-year pay)

LIMITED-TIME OFFER

Wealth Ultra Savings Plan (2-year pay)

Enjoy 4.5% p.a. guaranteed preferential interest rate on your prepaid premiums of the basic plan in the first policy year *!

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

As a trusted and outstanding savings product, Wealth Ultra Savings Plan (“Wealth Ultra”) has received 6 industry awards within the short space of a year since its launch1 – its success speaks for itself. For a limited time only, Wealth Ultra is now offering a 2-year premium payment term, enabling you to enjoy the advantages of the plan with no more than a short financial commitment. Wealth Ultra Savings Plan (2-year pay) (“Wealth Ultra (2-year pay)”) offers sustainable wealth growth across multiple generations, as well as flexibility to counter against market shifts and changes in your financial standing.  

Product Features

Premium payment for 2 years only
  • Limited-time offer

With a premium payment term as short as 2 years, you can enjoy the benefits of the plan without committing to long-term payments. Your premiums are guaranteed to remain unchanged throughout the 2-year premium payment term, enabling you to plan ahead with total certainty.

Boost your wealth with long-term total returns

Starting from the 82nd policy anniversary, total Internal Rate of Return (IRR) at the end of each policy year can be over 7%2

Bonus Lock-in Option to lock in gains without an aggregate limit for the lock-in rate
  • Market-leading

With Wealth Ultra (2-year pay), you can also realise long-term gains from your reversionary bonus and terminal bonus without partially surrendering your policy.

Without an aggregate limit for the lock-in rate throughout the policy term, you can pass on your policy to future generations without worrying about exhausting the lock-in rate.

Also, you can withdraw part or all of the value of the bonus lock-in account anytime.

Flexi Continuation Option - allocate your policy for life protection and uninterrupted legacy planning
  • Market-leading

To protect your legacy and ensure the continuity of your wealth for future generations, after the end of the 3ʳᵈ policy year, you may apply to designate one contingent insured and assign a portion of policy value to be accumulated further3.

Change the insured of the policy an unlimited number of times

After the end of the 1ˢᵗ policy year, you may change the insured of the policy an unlimited number of times3. The benefit period will be changed to up to age 1384 of the latest insured, enabling you to share your legacy with the generations to come. Changing the insured will not affect the policy values under your policy.

Shield yourself and your loved ones against the unforeseen

Wealth Ultra (2-year pay) provides life protection that can support your loved ones beyond your lifetime. There are two options of death benefit for you to choose from – superior death benefit option or regular death benefit option.

To allow greater flexibility in your legacy planning, you can opt to have the death proceeds paid out in a lump sum or by regular instalments.

Learn more about the limited-time offer of Wealth Ultra (2-year pay)

Attack is the Best Defence

Inflation will beat your financial planning if being too conservative. To win, we should seize the chance and charge ahead.

Your Secret Weapon to Building Wealth

You will need flexibility and comprehensive strategy to hit the sweet spot of your financial goal.

【Finance Wiz@Daniel】Time is the key to growing wealth?

Daniel Lau, MBA, CWM®, Head of Investment Proposition of AXA Hong Kong and Macau, will share the key to growing wealth with Wealth Ultra Savings Plan (2-year pay). You could double your returns in the long run with a short payment term, benefiting your offspring and even generations that follow!

Related Product

Wealth Ultra Savings Plan

Get Wealth Ultra Savings Plan on an 8-year premium payment term with the Flexi Premium Option, which lets you halt your premium payments# for easy management.

# Please refer to the product brochure of Wealth Ultra Savings Plan for details.

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Please note our financial consultants will only be able to arrange appointment booking if you are not yet physically in HK
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By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.

Want to talk to us?
Please input correct information.
Please note our financial consultants will only be able to arrange appointment booking if you are not yet physically in HK
Please input correct information.
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By submitting this form, I agree with AXA's use of my personal data above to conduct direct marketing in relation to insurance products issued by AXA. AXA won’t engage in such activities otherwise. I also acknowledge and agree with the Privacy Policy & Personal Information Collection Statement.