AIA Launches Wealth Generation - Introducing market-first legacy planning options and a short 4-year projected breakeven period Empowering HNW customers to accumulate wealth and achieve seamless legacy transfer
HONG KONG SAR - Media OutReach Newswire - 25 June 2025 - AIA Hong Kong announced the launch of Wealth Generation ('the Plan'), a bespoke life insurance plan designed exclusively for high-net-worth (HNW) individuals. This Plan enables customers to capitalise on wealth creation opportunities in today's dynamic market while fostering long-term prosperity through strategic legacy planning. The Plan features multiple market-first^ legacy planning options, a rare-in-market* Flexi Withdrawal Option and value-added service, delivering a competitive projected total internal rate of return (IRR) #. With projected breakeven year as short as four years#, this comprehensive solution addresses the dual priorities of HNW customers: wealth accumulation and legacy management.
AIA WG Eng
Ms Alice Liang, Chief Proposition & Healthcare Officer of AIA Hong Kong & Macau, said: 'As a global hub for asset and wealth management, Hong Kong has long been a magnet for high-net-worth individuals and families from around the world. Their needs for life insurance products are constantly evolving. They not only seek to navigate complex investment landscape but also place great emphasis on managing their wealth with control, precision, flexibility, and resilience, ensuring seamless wealth transfer.'
She added: 'AIA remains unwavering in our customer-centric approach, consistently delivering innovative products and thoughtful services that go beyond expectations and delight our customers. Wealth Generation exemplifies this commitment, with its market-first legacy planning options, rare Flexi Withdrawal Option and value-added services. This empowers our customers with greater control and flexibility over their wealth accumulation and legacy planning journey, embodying AIA's commitment to helping them achieve Healthier, Longer, Better Lives.'
Key features and value-added services of the Wealth Generation:
Empowering Wealth Growth
Short projected total breakeven year and competitive projected total IRR
Rare-in-market* Flexi Withdrawal Option3
Seamless Legacy Planning
Legacy Planning Options and Value-added Services
Safeguarding Loved Ones
Recognising the exacting standards of HNW customers for health and wealth solutions, AIA established AIA Club Alta in 2023 to deliver curated privileges8 across three pillars: health and wellness, wealth management and exquisite lifestyle experiences. These exclusive offerings have empowered customers to strike an optimal balance between health and wealth, enabling them to enjoy a more prosperous and fulfilling life. AIA Club Alta also extends its bespoke wealth management privileges9 to include advisory services on tax planning, trusts, legal and family office consultations. When combined with Wealth Generation, these services provide customers with an effective solution, ensuring the mastery of wealth amplification, seamless wealth succession and peace of mind for generations to come.
All information above is for reference only and does not constitute any offer and/or insurance product recommendation. The product information in this material does not contain the full terms of the product, for the details of the product features, terms and conditions, exclusions and key product risks, please refer to the product brochure and policy contract of relevant products or visit the AIA Hong Kong's website.
Remarks
^ Three market-first options:
* Compared with the savings insurance products provided by Hong Kong major insurance companies as of 7 May 2025. # 'Projected total breakeven year' is the policy year at the end of which the projected total surrender value is greater than or equal to the single premium paid for the first time. The projected Total IRR is neither indicative of future performance nor guaranteed. The projected total IRR based on the assumption that no cash withdrawals or policy loans are taken throughout the term of the policy, none of Terminal Dividend Lock-in Option, Flexi Withdrawal Option, Policy Split Option and Health Impairment Incapacity Option is exercised and that all premiums are paid in full when due.
Hashtag: #AIA #友邦
The issuer is solely responsible for the content of this announcement.
About AIA Hong Kong & Macau
AIA Group Limited established its operations in Hong Kong in 1931. To date, AIA Hong Kong and AIA Macau have over 18,000 financial planners1, as well as an extensive network of independent financial advisors, brokerage and bancassurance partners. We serve over 3.6 million customers2, offering them a wide selection of professional services and products ranging from individual life, group life, accident, medical and health, pension, personal lines insurance to investment-linked assurance schemes with numerous investment options. We are also dedicated to providing superb product solutions to meet the financial needs of high-net-worth customers.
1 as of 31 March 2025
2 Including AIA Hong Kong and AIA Macau's individual life, group insurance and pension customers (as of 31 March 2025)
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