Articles related to #Annuity

Twin solutions for saving tax and retiring well

If you want your retirement to be enjoyable, a steady income and medical protection are indispensable! Want to save for your retirement and save on tax now? Let’s take a look at how Simon does it!

Read More

Digital Policy Value Projection for protection planning

It’s the first of its kind in Hong Kong! It lets you preview your policy’s projected values and more, anytime, anywhere, and includes interactive functions for higher transparency and more efficient management!

Watch Video

QDAP Tax Deduction Tutorial - now in session!

Want to get part of your Qualifying Deferred Annuity premiums tax-deducted? First, you have to know how to fill in your tax return form! With our Tax Deduction Tutorial, that’s exactly what you’ll learn to do!

Read More

Using an annuity plan to expand your business

An annuity plan can be used as a capital reserve to fund business expansion or meet other business needs. Watch the case study in our video. You may find inspiration for the next part of your life journey.

Watch Video

Annuities are not the elderly’s monopoly

An annuity can give you a lot more than just a retirement income. If you’re supporting school-age children and looking into different financial tools, find out how an annuity can serve as their education fund.

Watch Video

Public and private annuities – know the difference!

Buying an annuity early for retirement has been a hot topic recently. But there are public and private annuities, and some are even tax-deductible. Please figure out which plan is right for you before you buy!

Watch Video

A long term life insurance plan with potential tax benefits

By purchasing a Qualifying Deferred Annuity Policy certified by Insurance Authority (‘’IA”), in addition to the protection and saving benefits, you are also able to enjoy potential income tax deduction both as an individual taxpayer or as taxpaying couple.

Watch Video

SPY’s enjoyable retirement

Plan early for a carefree retirement! SPY, the cute corgi of Uncle Siu, is here to demonstrate ways to achieve a perfect retirement plan!

Watch Video

Is Dementia reversible?

The symptoms of Dementia can be relieved through medication. Dementia is irreversible, progression would be delayed if early preventive measures are taken, such as maintain a healthy lifestyle. Do exercises to stimulate your brain and strengthen your body in leisure time.

Watch Video
There are 12 items on 2 pages.