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Wealth Ultra Savings Plan

Research facts, not a quote or recommendation. Terms and availability may change. Confirm the policy contract with a licensed broker.

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English
Wealth Ultra Savings Plan
繁體中文
豐進儲蓄計劃
简体中文
Not confirmed
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Product facts
FieldRecorded information
Product category

Participating savings

Policy currencies

USD

Premium payment terms

8 years / Pre-set term; Flexi Premium Option from the fourth anniversary requires approval and reduces policy values and benefits.

Benefit term

To age 138 / Age last birthday of the latest insured; changing the insured changes the benefit period.

Issue ages & basis

Not confirmed

Minimum premium & basis

Not confirmed

Recorded features

Guaranteed cash value from the third policy year; non-guaranteed reversionary and terminal bonuses.

Bonus Lock-in Option from the 25th anniversary is subject to approval and limits.

Sales status

Not confirmed

Similar products from other insurers

Comparison groups

Sources & verification dates

  1. Wealth Ultra Savings Plan — official page and linked Hong Kong brochure (LPPM 794-2606E)

    Source date: Not confirmed
    Checked:

  2. 豐進儲蓄計劃 — 官方繁體產品名稱

    Source date: Not confirmed
    Checked:

  3. AXA official savings calculator — policy currency notes

    Source date: Not confirmed
    Checked:

  4. AXA fulfillment ratios — Wealth Ultra Savings Plan series

    Source date: Not confirmed
    Checked:

Page reviewed: / Hong Kong Insurance Connect / information editor