AIA Platinum Wealth Elite Recommendation

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AIA Platinum Wealth Elite Recommendation

Platinum Wealth Elite is a limited premium investment-linked policy that is designed to provide you with whole life insurance coverage and the opportunity for cash value accumulation. You may choose to pay your premium in single pay or regular pay.

In addition, it offers a range of ILP sub-funds to reap potential attractive returns within your risk tolerance.

This plan is available using cash only and available in both S$ and US$ currency.

Some of the benefits include:

  • A LIFETIME OF WEALTH PROTECTION (UP TO AGE 122)

Covering death and terminal illness.

  • THE BACKING OF WEALTH MANAGEMENT POWERHOUSES

AIA Investment Management & Partners like Baillie Gifford, BlackRock and Wellington Management.

  • FLEXIBILITY & LIQUIDITY FOR YOUR WEALTH GOALS

Enjoy the flexibility to optimise your portfolio investment according to your goals and cash flow needs.

Eg.

1.Customised premium contribution gives you the option of Single Premium or Regular Premium for 5 years (flexibility to extend up to 20 years at purchase).

  1. Income Withdrawal Privilege gives you the liquidity when you need with the option to withdraw up to 5% of your policy value every year.

Fees and Charges:

  • Premium Charge on investment amount

  • Premium Holiday Charge if you missed paying premium when due (Not Applicable for Single Premium)

  • Full Surrender Charge, Partial Withdraw Charge and Administration Charge within the first 5 policy years

  • Insurance Risk Charge will be deducted on monthly basis to provide for insurance cover.

The above is merely a summary of the plans offered. You are advised to read the policy contract for the full list of exclusions. The precise terms and conditions of the plan are set out in the policy contract. Waiting Period and Free Look Period were explained to you. All Pre-existing conditions are not covered unless agreed by the insurer.

Disclaimer:

All past performance is not an indication of future performance and you are aware there is risk in losing your capital in any form of investment.

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0 points

AIA Platinum Wealth Elite Recommendation

Platinum Wealth Elite is a limited premium investment-linked policy that is designed to provide you with whole life insurance coverage and the opportunity for cash value accumulation. You may choose to pay your premium in single pay or regular pay.

In addition, it offers a range of ILP sub-funds to reap potential attractive returns within your risk tolerance.

This plan is available using cash only and available in both S$ and US$ currency.

Some of the benefits include:

  • A LIFETIME OF WEALTH PROTECTION (UP TO AGE 122)

Covering death and terminal illness.

  • THE BACKING OF WEALTH MANAGEMENT POWERHOUSES

AIA Investment Management & Partners like Baillie Gifford, BlackRock and Wellington Management.

  • FLEXIBILITY & LIQUIDITY FOR YOUR WEALTH GOALS

Enjoy the flexibility to optimise your portfolio investment according to your goals and cash flow needs.

Eg.

1.Customised premium contribution gives you the option of Single Premium or Regular Premium for 5 years (flexibility to extend up to 20 years at purchase).

  1. Income Withdrawal Privilege gives you the liquidity when you need with the option to withdraw up to 5% of your policy value every year.

Fees and Charges:

  • Premium Charge on investment amount

  • Premium Holiday Charge if you missed paying premium when due (Not Applicable for Single Premium)

  • Full Surrender Charge, Partial Withdraw Charge and Administration Charge within the first 5 policy years

  • Insurance Risk Charge will be deducted on monthly basis to provide for insurance cover.

The above is merely a summary of the plans offered. You are advised to read the policy contract for the full list of exclusions. The precise terms and conditions of the plan are set out in the policy contract. Waiting Period and Free Look Period were explained to you. All Pre-existing conditions are not covered unless agreed by the insurer.

Disclaimer:

All past performance is not an indication of future performance and you are aware there is risk in losing your capital in any form of investment.

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