【Limited time offer】
Apply and enjoy up to 23% premium refund#
Enjoy up to 4.5% p.a. guaranteed preferential interest rate on prepaid premiums#
#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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FortuneXtra Savings Plan - Survey Video
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