Generali
Hong
Kong
announces
the
launch
of
LionAchiever
Elite
(the
“Plan”),
a
new
flagship
whole
life
savings
and
life
insurance
plan
that
offers
customers
high
potential
returns¹
with
a
short
2-year
premium
payment
term,
while
also
providing
all-in-one
legacy
planning.
With
a
premium
payment
term
of
just
2
years,
LionAchiever
Elite
provides
an
accessible
solution
for
customers
to
grow
their
wealth
with
minimal
ongoing
commitment.
The
plan
offers
high
potential
returns¹
and
early
breakeven
at
early
as
the
3rd
policy
year¹.
By
the
10th
policy
year,
it
reaches
a
projected
internal
rate
of
return
of
up
to
5.03%
per
annum¹,
making
it
a
powerful
solution
for
customers
looking
to
grow
their
wealth
with
a
shorter
commitment
period.
In addition to wealth growth, the Plan provides comprehensive legacy planning solutions that support seamless wealth transfer across generations. These include the Death Benefit Payment Option, Policy Split Option, and Policy Custodian Option, allowing customers to tailor how their wealth is passed on through a single, integrated solution that gives them greater flexibility and control.
Ronald Tse, Chief Insurance Officer, Generali Hong Kong, said: “LionAchiever Elite is designed for customers who want more control over their wealth, not just in how they grow it, but also in how they transfer it to future generations. With flexible, all-in-one legacy planning solutions and a short 2-year premium term, the plan empowers our customers to plan ahead with clarity, confidence, and peace of mind.”
LionAchiever Elite’s Key Features include:
- Short premium payment term of 2 years with high potential returns1 and early breakeven1
- Flexible death benefit settlement – choose lump sum, monthly instalments, partial or deferred payment for each beneficiary2
- Policy Split Option – pre-arrange to split the policy automatically among beneficiaries upon the insured’s death2
- Policy Custodian Option – nominate a trusted person to manage the policy temporarily when the Policyholder passes away until the successor is ready2
Building on the success of LionAchiever, the new LionAchiever Elite is designed to offer even more features and greater flexibility to meet customers’ evolving financial needs. For more information about LionAchiever Elite, please visit https://www.generali.com.hk/EN_US/savings-and-retirement/lionachiever-elite.
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 website.
Remarks:
1. The calculation for total breakeven and total IRR includes Guaranteed Cash Value and non-guaranteed Terminal Dividend. It is not guaranteed. It is based on the scenario of 2 years Premium Payment Term with existing promotion of 4% premium refund, annual premium payment mode with Total Premiums Paid of USD 1,000,000. It is assumed that all premiums are paid in full when due without any prepayment, policy loan, withdrawal, and/or exercise of any policy options
2. Please refer to the Policy Provisions, product brochure, “Generali’s All-in-one Legacy Planning Solutions” leaflet, forms, promotion flyer and other relevant documents for details.
https://www.generali.com.hk
https://www.linkedin.com/company/generali-hong-kong/
Hashtag: #GeneraliHongKong
The issuer is solely responsible for the content of this announcement.
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