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  • AIA Platinum Wealth Legacy

    Wealth Management

    Period

    Whole Life

    Issue Age

    18 – 70 YEARS OLD

    Currency

    S$ / US$

    You can buy this via

    AIA APPOINTED representative


    WHAT THIS PRODUCT IS ABOUT

    You’ve worked hard to attain the success you have today, and we believe that your desire for continuous wealth growth remains unchanged. But so is the need to protect your legacy. So how do you strike a balance?

    At AIA, we understand these sentiments and AIA Platinum Wealth Legacy is designed to offer the ideal balance you’re looking for. It’s the blend between wealth accumulation and guaranteed long-term security for the family regardless of fund performance.

    • GOAL CALCULATOR GOAL CALCULATOR
    • talk to us now talk to us now
    • Product Brochure Product Brochure
    • share with a friend share with a friend
    • GET IN TOUCH

    ACCESS TO UNPARALLELED WEALTH EXPERTISE

    With a dedicated team of investment professionals and best-in-class institutional asset managers, we’re focused on delivering superior long-term sustainable results to give you the assurance that your long-term financial needs will be met.

    what does it provide?

    • Family Lifestyle protection with high guaranteed coverage
      Family Lifestyle protection with high guaranteed coverage

      If an unfortunate event happens, we’ll be there to support your family financially with an immediate estate. This ensures that they can maintain their current lifestyle without the risk of having to liquidate assets prematurely.

    • No Lapse Privilege (“NLP”)
      No Lapse Privilege (“NLP”)

      The “NLP” benefit provides a long-term guarantee1 that your policy will continue even if the policy value is insufficient to pay for all the applicable fees and charges. You can choose up till age 85 or 1002 to enjoy this benefit.

    • THE BACKING OF WEALTH MANAGEMENT POWERHOUSES
      THE BACKING OF WEALTH MANAGEMENT POWERHOUSES

      AIA Investments and Our Partners (Baillie Gifford, BlackRock, Capital Group, Wellington Management)


      With AIA Platinum Wealth Legacy, you can enjoy sustainable investing with access to AIA Elite Conservative Fund, managed by a dedicated team of wealth professionals backed by the expertise of AIA Investments.

       

      AIA Elite Conservative Fund

      Focused on delivering long-term sustainable returns while meeting your wealth protection needs, AIA Elite Conservative fund is a low to medium risk portfolio that invest in 70% fixed income and 30% equities. 

    • AIA Elite Conservative

    AIA Elite Conservative

    Low to Medium Risk
    Fixed Income
    Equities

    • Flexibility & Liquidity
      Flexibility & Liquidity

      Enjoy access3 to your fund value after the 1st policy year while enjoying continued protection that is guaranteed up to your selected NLP age. 

    AIA Platinum Retirement Elite

    A RARE BLEND OF WEALTH GROWTH
    AND GUARANTEED PROTECTION,
    EVEN IN UNCERTAIN TIMES.

    special-promo

    Up to 10% premium discount on first year premium!


    Sign Up by 31 March 2023

    *Fast-Track Your Savings Terms and Conditions apply.

    GET IN TOUCH

    What’s your name?*

    What's your mobile number?

    Please select the right country code.

    What's your email address?

    Are you an existing AIA Singapore customer?*

    Drop us a question here:




    Thank You

    Partial NRIC / Passport / FIN No.

    (last 4 characters)

    Date of Birth


    THE FINE PRINT

    the terms and conditions at a glance
    • 1 All applicable premiums must be paid when they fall due before the NLP benefit can be applied. Should the policy value be insufficient to pay for the applicable fees and charges, the company will continue to deduct from the Policy Value until the policy value is zero. If the Policy Value becomes zero, all outstanding fees and charges shall continue to accrue and shall be payable by cancelling the appropriate number of Units at Bid Price from the Policy on the relevant Valuation Day when there are Units credited to the Policy.
    • 2only applicable for entry age of 40 years and above
    • 3Terms and conditions for partial withdrawals shall apply. Please refer to the policy contract for full details

    DETAILED TERMS AND CONDITIONS

    DETAILED TERMS AND CONDITIONS
    - COLLAPSE + EXPAND

    IMPORTANT NOTES

    This insurance plan is underwritten by AIA Singapore Private Limited (Reg. No. 201106386R) (“AIA”). All insurance applications are subject to AIA’s underwriting and acceptance. AIA Platinum Wealth Legacy is an Investment-linked Plan (ILP) offered by AIA. Investments in this plan are subject to investment risks including the possible loss of the principal amount invested. The performance of the ILP sub-fund(s) is not guaranteed and the value of the units in the ILP sub-fund(s) and the income accruing to the units, if any, may fall or rise. Past performance is not necessarily indicative of the future performance of the ILP sub-fund(s). The actual policy value will depend on the actual performance of the policy as well as any alterations such as variation in the Insured Amount or premium, such as premium holiday or partial withdrawals. There is a possibility that the policy value will fall to zero and in this case, the policy will be terminated except when No Lapse Privilege is in effect. Policyholder can avoid the policy lapsing by topping up additional premium. You should seek advice from a qualified advisor and read the product summary and product highlights sheet(s) before deciding whether the product is suitable for you. A product summary and product highlights sheet(s) relating to the ILP sub-fund(s) are available and may be obtained from your AIA Financial Services Consultant or Insurance Representative. A potential investor should read the product summary and product highlights sheet(s) before deciding whether to subscribe for units in the ILP sub-fund(s). This brochure is not a contract of insurance. The precise terms and conditions of this plan, including exclusions whereby the benefits under your policy may not be paid out, are specified in the policy contract. You are advised to read the policy contract. As buying a life insurance policy is a long-term commitment, an early termination of the policy usually involves high costs and the surrender value, if any, that is payable to you may be zero or less than the total premiums paid. You should consider carefully before terminating the policy or switching to a new one as there may be disadvantages in doing so. The new policy may cost more or have fewer benefits at the same cost.

    This policy is protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact your insurer or visit the GIA/LIA or SDIC web-sites (www.gia.org.sg or www.lia.org.sg or www.sdic.org.sg).

    This advertisement has not been reviewed by the Monetary Authority of Singapore.

    The information is correct as at 04 May 2021.

    CONTACT AIA

    1800 248 8000

    1 Finlayson Green
    Singapore 049246
    View Details

    BOOK AN APPOINTMENT

    GO TO

    AIA.COM

    Visit our corporate site to learn more about AIA.
    Go To
    CONTACT AIA

    1800 248 8000
     

    1 Finlayson Green
    Singapore 049246

    View Details

    BOOK AN APPOINTMENT

    GO TO

    AIA.COM

    Visit our corporate site to learn more about AIA.
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