AXA Hong Kong and Macau (AXA) has launched its new Max Goal II Insurance Plan (Max Goal II), which it says features the shortest guaranteed breakeven timeframe of five years in the market, along with competitive total returns.
The plan is complemented by the market-first Wealth Master Service, and offers various unique capabilities for wealth distribution and succession.
It provides customers with flexible wealth management solutions to achieve long-term assets appreciation and wealth transfer across generations.
Ms Janet Lee, Chief Life and Health Insurance Officer of AXA Hong Kong and Macau, said, “Global geopolitical instability has led to market volatility, impacting the stable growth of family assets. In response, we are introducing the new ‘Max Goal II Insurance Plan’, which offers a ‘short guaranteed breakeven timeframe’ with ample liquidity for our customers.
“With highly competitive total returns, this plan empowers customers to achieve steady growth in volatile markets while optimising cash flow management. Furthermore, we recognise the importance of wealth succession planning for High-Net-Worth customers.
“Therefore, this product features a trust-like wealth inheritance and management structure, along with the market-first Wealth Master Service, allowing customers to allocate their wealth and manage succession planning with flexibility and precision.”
The product offers the following key features:
- Guaranteed breakeven timeframe of five years;
- First ever Wealth Master Service for tailoring wealth distribution; and
- Seamless succession planning, as well as comprehensive wealth inheritance and management structure.