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Create and Preserve Wealth for MyLegacy Planning

You may wish to be prepared for the unexpected in life, but also pass on your success to your loved ones at the same time. A plan equips with both long-term growth and high financial flexibility could meet your needs of different life events, and also enable you to share your life-long achievement with your loved ones and future generations. Chubb MyLegacy Insurance Plan II (“Chubb MyLegacy”) is all you need.

How Chubb MyLegacy helps you build wealth

Wealth Accumulation to meet your financial needs

  • Chubb MyLegacy provides 3 avenues to accumulate your wealth - guaranteed cash value, non-guaranteed Reversionary Bonus and non-guaranteed Terminal Bonus
  • You can withdraw the non-guaranteed cash value of Reversionary Bonus and its corresponding non-guaranteed cash value of Terminal Bonus to meet your various needs; or to secure your earnings by leaving the amount in the Policy to accumulate with non-guaranteed interest

Steady income streams for your retirement

  • You can exercise the annuity option up to 2 times to secure streams of steady income
  • You can receive a fixed monthly annuity income until Age 120 to enjoy a worry-free retirement

Greater flexibility to pass your wealth to your generations

  • You can pass your accumulated wealth to your loved ones by either changing the Insured of the Policy or converting Partial Surrender Value of the Policy to a Split Policy, for unlimited times
  • You can designate a Successor Insured, so he/she becomes the new Insured in the event of the Insured’s death.

Helps you get through the unexpected

  • Premium Holiday up to 2 Policy Years to ease your financial burdens during the premium payment period
  • Standby Regular Withdrawal Instruction to provide steady financial support for the Insured in the event of a Specific Illness
  • Successor Owner can manage the Policy when the unexpected happens

Life Insurance Proceeds Settlement Option helps you plan your legacy

  • Choose the payout arrangement for each Beneficiary that suits you best – from one-off, to annual, or monthly instalments over a period of 10, 20 or 30 years

Product Brochure

Regulatory Disclosure

This webpage is for general reference only and should not be regarded as professional advice, recommendation and it is not part of the policy. It provides an overview of the key features of the product and should be read along with other materials which cover additional information about the product. Such materials include, but not limited to, product brochure that contains key product risks, policy provisions that contain exact terms and conditions, benefit illustrations (if any) and other policy documents and other relevant marketing materials, which are all available upon request. You might also consider seeking independent professional advice if needed.

The above information shall not be construed as an offer to sell, solicitation or persuasion to buy or provision of any of our products outside Hong Kong. For further information, please contact your Chubb Life Hong Kong Insurance Consultant or call our Customer Service Center Hotline at (852) 2894 9833.

The “Chubb Life Hong Kong”, “Company”, “we”, or “our” herein refers to Chubb Life Insurance Hong Kong Limited.

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