【Limited time offer】
Apply and enjoy up to 31% premium refund#
Enjoy up to 4.5% p.a. guaranteed preferential interest rate on prepaid premiums#
Selected Savings Plans Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 10 policy years#
#Terms and conditions of this promotion apply. For details, please refer to the below promotion leaflet.
Who should choose FortuneXtra Savings Plan?
Living in a transitional era with an ever-growing need to travel, work, study, and even retire across borders, people readily exposed to changes are often required to fine-tune and adjust to new, global financial goals.
Offering multiple currencies conversion, lock-in policy value and the ability to divide policy, FortuneXtra Savings Plan (“FortuneXtra”) not only helps global-minded individuals and families boost returns and seize global opportunities, but also manages wealth and builds legacy across generations.
FortuneXtra has received various awards and accolades, including:
FortuneXtra’s Key Advantages
- Choose from up to 9 policy currencies and convert the policy currencies for an unlimited number of times1, in part or in full, to meet your evolving needs
- Divide your policy into multiple separate policies to adapt to evolving financial goals
- 【First in the market2】 Dual currency accounts unlock your global savings potential
- Achieve ambitious goals with competitive potential returns
- Capture gains with Policy Value Lock-in Option without restrictive aggregate lock-in rate limit
- Flexible and comprehensive tools for uninterrupted legacy planning
See how FortuneXtra can help you better adapt to a changing future
Thinking about investing in a new property abroad? Hoping to retire early? Or better still, live all over the world? A survey commissioned by AXA showed that achieving your new life goals may require over HKD 4 millions in average!
We tend to believe that we should live our lives following a fixed plan, however the truth is we should have a plan that can adapt to life’s many changes. Explore how FortuneXtra helps make your wealth planning more stable, flexible and secure.
How FortuneXtra works?
Take a look at the sample case of Tim (age 30) to see how FortuneXtra empowers him to unlock the future’s full potential through comprehensive financial and legacy planning.
Background:
Tim recently became a father and is set to move to Shanghai to accept his promotion. To prepare his family for a new future with plenty of unknowns, Tim requires a policy that can give him all-round flexibility with financial planning. He knows FortuneXtra can help.
- Policy owner: Tim (age 30)
- Initial insured3 of the policy: Tim’s daughter, Jennifer (age 0)
- Premium payment term: 5 years
- Annual premium: RMB240,000
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Remarks
Disclaimer
Enjoy up to 8 months’ premium refund *!
*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
【Limited time offer】
Apply and enjoy up to 31% premium refund#
Enjoy up to 4.5% p.a. guaranteed preferential interest rate on prepaid premiums#
Selected Savings Plans Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 10 policy years#
#Terms and conditions of this promotion apply. For details, please refer to the below promotion leaflet.
Enjoy up to 3 months’ premium refund*!
*For details, please refer to the relevant promotion leaflet. Terms and conditions apply.
AXA "2025 Autumn Rewards" Programme
From now until 26 September 2025, if you successfully apply for any designated insurance products and satisfy the applicable requirements, you may enjoy up to 8 months’ premium refund*. Act now!
Selected Savings Plans Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 10 policy years*. Click here to view the offers details.
Selected Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 20 policy years*. Click here to view the offers details.
More wonderful rewards are available in this Programme.
*Terms and conditions apply.
AXA “2025 Autumn Rewards ” Programme
From now until 26 September 2025, if you successfully apply for WiseProtect Pro Medical Insurance Plan and satisfy the applicable requirements, you may enjoy up to 8 months’ premium refund*. More wonderful rewards are available in this Programme. Act now!
*Terms and conditions apply.
AXA “2025 Autumn Rewards " Programme
From now until 26 September 2025, if you successfully apply for Max Wealth Insurance Plan (Lump Sum Payment) and satisfy the applicable requirements, you may enjoy an offer of guaranteed preferential interest rate of 4.5% per annum on your Prepaid Amount for the 1st policy year*. More wonderful rewards are available in this Programme. Act now!
*Terms and conditions apply
AXA “2025 Autumn Rewards” Programme
From now until 26 September 2025, if you successfully apply for Designated Critical Illness Basic Plans and satisfy the applicable requirements, you may enjoy up to 3 months’ premium refund*. More wonderful rewards are available in this Programme. Act now!
Selected Savings Plans Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 10 policy years*. Click here to view the offers details.
Selected Customers purchase TotalAssure Series can enjoy extra 50% sum insured for the first 20 policy years*. Click here to view the offers details.
Customer with health concerns may enjoy a waiver for any premium loadings arising from health conditions by applying the designated critical illness plan(s)*! Click here to view the offers details.
*Terms and conditions apply.
FortuneXtra Savings Plan - Survey Video
Let's learn more from Tim's case
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