AXA launches "WealthAhead II Savings Insurance" Series

About this update from Axa Sa

Empowering Customers to Accelerate Wealth and Plan for Succession Efficiently Market-first [1]  Wealth Master Service [2] Customised Trust-like [3] Cash Flow Solutions for Up to Three Recipients HONG KONG , Oct. 20, 2025 /PRNewswire/ -- AXA Hong Kong and Macau ("AXA") has launched the new WealthAhead   II Savings Insurance Series [4] (" WealthAhead   II Series " or the " Series " ) , an enhanced successor to the widely popular WealthAhead Savings Plan . WealthAhead II Series strengthens wealth management, wealth allocation, as well as wealth succession, supporting customers to grow their wealth efficiently with enhanced liquidity. WealthAhead II Series introduces the market-first1 Wealth Master Service [2] , enabling customers to pre-set periodic withdrawal instructions to build cash flows for up to three designated recipients. Additionally, the Series incorporates trust-like [3] features such as the Heritage Protector Option, which allows customers to pre-set succession events — including death or incapacitation — specify the designated age for inheritance, and appoint contingent owner and interim owner [5] , ensuring secure and smooth wealth across generations. Janet  Lee, Chief Life and Health Insurance Officer of AXA Hong Kong and Macau, said: "With the US Federal Reserve initiating its first rate cut of the year and signalling the beginning of a broader easing cycle, markets are anticipating two further reductions within the year. Against this evolving macroeconomic backdrop, investors are increasingly prioritising long-term, stable asset allocation strategies that offer growth potential. Noting that today's wealth management needs extend beyond simple savings or high returns. Customers are seeking holistic solutions that encompass asset accumulation, liquidity management, legacy planning and strategic wealth distribution across different life stages. In response, we have introduced WealthAhead II Series, which retains the strong total return potential of its predecessor while incorporating the market-first [1]  Wealth Master Service [2]  and trust-like [3]  wealth succession tool. These enhancements empower customers to manage their wealth with greater flexibility, enabling them to plan effectively for wealth transition and succession, achieving their financial goals while meeting wealth distribution needs throughout every stage of life." Three Key Highlights of the WealthAhead II Series   I nclude : Enjoy a total reward of up to 80% [15]  of the first-year premium during the promotional period. For more information, please visit: https://axa.com.hk/en/wealth-ahead-ii-savings-insurance The above information is for reference only. For full details on the promotional offer, product features, terms, conditions, and exclusions, please refer to the relevant product brochure, policy contract, and promotional leaflet.   About AXA Hong Kong and Macau AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide. Our purpose is to act for human progress by protecting what matters. As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers' needs and leveraging and investing in technology and digital transformation. We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research. Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations. We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, insurer and an exemplary company. THIS PRESS RELEASE IS AVAILABLE ON AXA'S WEBSITE: AXA.COM.HK  IMPORTANT LEGAL INFORMATION AND CAUTIONARY STATEMENTS CONCERNING FORWARD-LOOKING STATEMENTS Certain statements contained herein may be forward-looking statements including, but not limited to, statements that are predictions of or indicate future events, trends, plans or objectives. Undue reliance should not be placed on such statements because, by their nature, they are subject to known and unknown risks and uncertainties and can be affected by other factors that could cause AXA's actual results to differ materially from those expressed or implied in the forward-looking statements. Please refer to Part 4 - "Risk factors and risk management" of AXA's Universal Registration Document for the year ended December 31, 2020, for a description of certain important factors, risks and uncertainties that may affect AXA's business, and/or results of operations. AXA undertakes no obligation to publicly update or revise any of these forward-looking statements, whether to reflect new information, future events or circumstances or otherwise, except as part of applicable regulatory or legal obligations. View original content: https://www.prnewswire.com/apac/news-releases/axa-launches-wealthahead-ii-savings-insurance-series-302588787.html

View stock analysis, news, and events for Axa Sa