AXA launches new wealth management plan

The series offers premium terms of five or 10 years in up to nine different currencies.

AXA has launched the new WealthAhead II Savings Insurance Series, which aims to strengthen wealth management, allocation, and succession.

The series offers premium terms of five or 10 years in up to nine different currencies. After the second year, customers can convert their policy currency for free and without affecting the total cash value.

The series also introduces the market-first Wealth Master Service, which enables customers to pre-set periodic withdrawal instructions to build cash flows for up to three designated recipients.

The plan also includes trust-like features, allowing customers to pre-set succession rules, including naming a contingent and specifying the exact age when the beneficiary receives the inheritance.