16/05/2020

Planning your finances for future generations

Ensure that your estate and wealth are passed over smoothly to your loved ones
Allay fears over your family’s future finances with an investment-linked policy.PHOTO: GETTY IMAGES

Many parents envision a fulfilling life for their children. In order to provide the best they can, they seek to transfer their wealth down to their children, so that they will have sufficient funds to live comfortably.

Breadwinners also need to plan for their families in the event that something unfortunate happens to them. If they do not have any financial plans in place to ensure that their loved ones are protected against unforeseen circumstances, the sudden loss of the breadwinner may impact the family’s financial well-being, resulting in them having little funds to pay for items such as their children’s education, or to maintain the lifestyle that they are used to.


There are many options available for those who want to secure the future of their loved ones. While whole life insurance policies are a common option, let’s also take a look at a product with more flexible options and the opportunity to reap positive returns in a well-performing market:
  • HOW AN INVESTMENT-LINKED POLICY CAN HELP PREPARE FOR THE FUTURE
  • HOW DOES ONE TRANSFER ONE'S POLICY?
  • HOW DOES AXA’S WEALTH ACCELERATE (AWA) WEALTH TRANSFER WORK?

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