Curating a lasting legacy
You have lived a life of distinction. You have worked hard to care for and protect your loved ones. Now, you want to safeguard this success for your retirement and the next generation.
At Etiqa, we can help support your goals at every life stage—whether you want to enjoy your golden years, look after your loved ones beyond your lifetime, or ensure the continuity of your business.
Curating a lasting legacy
You have lived a life of distinction. You have worked hard to care for and protect your loved ones. Now, you want to safeguard this success for your retirement and the next generation.
At Etiqa, we can help support your goals at every life stage—whether you want to enjoy your golden years, look after your loved ones beyond your lifetime, or ensure the continuity of your business.
Good advice you can trust
We can help you curate a legacy insurance plan that caters to your unique passions, values, and goals. As a Premier client, you will have exclusive access to the wealth of expertise within our investment advisory service. Experience the difference with your Client Relationship Manager, who can tailor a plan for you, even as your goals evolve. You can feel secure that our advisors have the expertise to choose the right plan for you.
A lasting legacy that counts
Grow your wealth to get more from your golden years while knowing your loved ones future will be in good hands.
You are celebrating your 50th birthday. With assets worth US$10 million, you wish to distribute your wealth equally to your loved ones while looking forward to a comfortable retirement.
Your total assets remain at US$10 million.
Your retirement fund increases from US$4 million to US$8 million, allowing you to have more to spend in your golden years. You can also enjoy the flexibility of distributing more to your loved ones.
Important Notes: The above illustration is based on a standard life, male, non-smoker who is celebrating his 50th birthday and residing in region 1.
Effectively allocate your wealth to balance risk and potential rewards.
Without Portfolio Diversification
With Portfolio Diversification
You have a wealth portfolio value of US$10 million.
With a single premium of US$2 million, you can purchase Etiqa’s Premier solution with death benefit of US$6 million.
Upon Death
When you pass on, Etiqa’s Premier solution offers you a death benefit of US$6 million. You now have a wealth portfolio value of US$14 million.
The overall value of your investment portfolio is well protected against market uncertainty when you diversify with any one of Etiqa’s Premier solutions.
Important Notes: The above illustration is based on a standard life, male, non-smoker who is celebrating his 50th birthday and residing in region 1.
You can build your wealth to protect your lifestyle and safeguard the future of your loved ones. A well-structured plan will help protect your family’s finances now and later.
Let’s say you are celebrating your 50th birthday. With assets worth US$10 million, you are faced with two possible scenarios. Without legacy planning, your assets will remain at US$10 million. On the other hand, legacy planning can help you grow your wealth—providing even more benefits for your retirement and your loved ones.
Consider Wealth Accumulation Premier solutions if you want to:
- Protect your existing lifestyle even in retirement
- Safeguard the financial future of your loved ones
- Grow the financial legacy that your loved ones can receive in the future
Without Legacy Planning
You have total assets of US$17 million.
With Legacy Planning
You have total assets of US$21 million.
Important Notes: The above illustration is based on a standard life, male, non-smoker who is celebrating his 50th birthday and residing in region 1.
Today’s business landscape can be full of uncertainty. Legacy planning can help protect your business and ensure that it continues to operate smoothly even in today’s unpredictable times.
Let’s say you are a company director who decides to invest in Etiqa’s Premier solution for your company. The plan gives you the flexibility of changing the life insured to your new successor when you retire. Should you pass on, your company also receives a payout.
Consider Business Continuity Premier solutions if you are looking to:
- Have succession planning
- Protect the business you’ve built
By investing in Etiqa’s Premier solution, the lump sum payout compensates for any revenue loss should any unforeseen circumstances prevent you from serving your duties, minimising financial exposure and ensuring business continuity. You can also enjoy the freedom to change the life insured should there be any changes to your key management.
Important Notes: The above illustration is based on a standard life, male, non-smoker who is celebrating his 50th birthday and residing in region 1.
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