WEALTH SUCCESSION & PROTECTION

Insurance is no longer solely a family protection tool. The optimal use of appropriate insurance products is integral to achieving family goals of wealth succession, tax planning and capital gains. Avenue seeks to Fullfill customers’ aspirations and protect their interest through customised global insurance plans. With full acquaintance with a wide selection of insurance products, objective analysis and strong bargaining power, we are able to plan and source the best insurance plan for our clients at a reasonable price and with high-quality service.

  • Life Insurance
  • Medical and Accident Insurrance
  • Critical Illness Insurance
  • Premium Financing

Premium Financing

Using the cash value of a life insurance policy as collateral security to secure a bank facility for partial premium payment

Make available more liquidity from existing funds for other needs

Higher gearing on life insurance coverage

Increase wealth and pass on to beloved family members

Maintain a high reserve as retirement protection

Provision for legacy tax

Shield your assets from risks arising from disputes caused by litigation or divorce; build safe assets

Advantages of Hong Kong Policies

Comparatively lower premium

Comparatively higher dividends

More extensive coverage and scope of reparation

USD assets allocation

Sound judicial system and strict regulatory regime

Provision for legacy tax

Legal protection under the rule of “the insurer’s rights taking priority over the creditor’s rights”