AXA Wealth Treasure Review
The complete Pros and Cons on AXA Wealth Treasure
AXA Wealth Treasure product details
- Life Policy – Investment-linked policy
- Issuance age from 18 to 65 years old
- Enjoy an immediate boost to your investment value right from the start with free bonus units of up to 100% in your first year
- Be rewarded with the Loyalty Bonus of 1% p.a. of your account value from the 6th policy year
- Select your preferred currency and choose your suitable payment term from 5 to 30 years
- Accelerate your investments using top-ups, or withdraw part of your investment any time
- Get peace of mind with the insurance coverage against unexpected death and terminal illness
- Enjoy hassle-free experience with no medical examination required
Read about: 3 Best Investment Linked Policies in Singapore for Insurance Coverages (2023 Edition)
Read about: How does Investment-Linked Policy work?
Read about: Investment-Linked Policy: Is it the best option?
Features of AXA Wealth Treasure at a glance
Cash and Cash Withdrawal Benefits
- Cash value: Yes
- Cash withdrawal benefits: Yes
Health and Insurance Coverage
- Death: Yes
- Total Permanent Disability: No
- Terminal Illness: Yes
- Critical Illness: No
- Early Critical Illness: No
Health and Insurance Coverage Multiplier
- Death: No
- Total Permanent Disability: No
- Terminal Illness: No
- Critical Illness: No
- Early Critical Illness: No
Optional Add-on Riders
N.A.
Additional Features and Benefits
Yes.
For further information and details, refer to AXA website. Alternatively, fill up the form below and let us advise accordingly.
Read about: Effects of compounding returns on your investments
Read about: 5 ways to beat inflation in Singapore
AXA Wealth Treasure may be suitable if you are looking for
AXA Wealth Treasure may potentially be a good fit if the following matters to you:
- To participate in the long-term financial returns of investing.
- Liquidity or flexibility of withdrawal in your Insurance policy.
- Able to take investment risks and comfortable with financial market volatility.
- Potentially higher financial returns compare to traditional Endowment and Whole Life Policy.
- Insurance options without medical underwriting
Read about: An introduction to Investment Linked Policy
NEW Feature: Compare investment-linked policies across insurance companies using the CompareNOW feature on InterestGuru.sg.
AXA Wealth Treasure may not suitable if you are looking for
AXA Wealth Treasure may potentially be a bad fit if the following matters to you:
- Health and Protection coverage
- High insurance coverage for Death or Terminal Illness
- Insurance coverage for Early Critical Illness, Critical Illness or Total Permanent Disability
- Guaranteed financial returns in the long-run.
- Insurance policy with a high surrender value in the early years of the policy.
- Expecting an urgent need for withdrawal during a financial market downturn.
Further considerations on AXA Wealth Treasure Plus
- How is AXA or AXA Wealth Treasure investment returns based on historical performance?
- How does AXA Wealth Treasure compare with Endowment policy from other insurance companies?
- Can AXA Wealth Treasure fulfil my financial, insurance, health and protection needs?
The above information may not fully highlight all the product details and features on AXA Wealth Treasure. Talk to us or seek advice from a financial adviser before making any decision about AXA Wealth Treasure.
Always ensure your long-term financial goals and objectives are aligned with the financial product you are considering to take up.
Where can I compare the payout and benefits of Investment Linked Policies?
Before committing to an insurance policy, it certainly pays to make an effort to compare. Specific products features, benefits and payout will differ more than you think across insurance companies. Why regret only years later, when you find out that you are not getting the best insurance policy available for the premium paid?
Use our Compare NOW feature to receive the most competitive quotes on Investment linked Policies.
Alternatively, you just need to provide us with a couple of details below.
Is AXA Wealth Treasure suitable for me?
Contact InterestGuru using the form below. Our panel of licensed financial advisers will advise accordingly, based on your financial profile and protection needs.
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