Home > Planning a family legacy - Policy split option
Planning a family legacy - Policy split option
Legacy planning is all about passing on one’s wealth to future generations by effectively allocating assets and growing their value. The protagonist of this video shows you how the policy split option can be the key to successful wealth transfer.
Key to successful wealth transfer - Extending a policy by changing the life insured
The above examples and scenarios are hypothetical and for illustrative purposes only.
The information contained in this video is for general reference only and is not intended to constitute a recommendation or advice to any person or to be the basis for any financial decision. No person should act on any information in the video without seeking professional advice. There are certain assumptions that are used in the above scenarios and/or illustrations. Details will need to be considered on a case-by-case basis, subject to the terms of the relevant policy.
The information contained in this video does not constitute an offer for the purchase or sale of any banking or insurance products or services. Products and services are subject to individual needs. Contact your financial planner to review your financial needs and risk acceptance level. Under any and all circumstances, HSBC Life and/or HSBC Group shall not be liable for any damages, losses or liabilities, including but not limited to direct or indirect, special, incidental, consequential damages, losses or liabilities, in connection with your or any third party’s use of this article or your reliance on or use of or inability to use the information contained in this video. This video should not be reproduced or further distributed to any person or entity, whether in whole or in part, for any purpose.
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All the information in the video is updated as of May 2023
Issued by HSBC Life (International) Limited (Incorporated in Bermuda with limited liability)
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