Annuity Insurance Universal Account Combination, How to buy the most cost effective Xinghai Winner

Mondo Finance Updated on 2024-01-28

A new generation of pension insurance products, Xinghai Winner (Tiger Roar Edition) has emerged, providing a new choice for safe and stable pension funds.

Compared with other asset planning methods, the pension is a contract written in black and white to ensure that the amount received is not disturbed by external fluctuations. Under the condition of eligibility, the annuity is stably recorded every year to provide a continuous flow of funds for life, and the longer you live, the more you will receive, effectively resisting the risk of longevity. This makes more and more people choose to plan a stable life in their old age by purchasing pension insurance.

Some time ago, Fosun Prudential launched Xinghai Winner (Dragon Edition) which attracted widespread attention, not only with a high annuity amount and flexible payment methods, but also provided a variety of value-added services.

Recently, it was learned from industry insiders that Fosun Prudential took advantage of the victory to pursue and made another "big move": to launch another powerful product - Xinghai Winner (Tiger Roar Version) Annuity InsuranceCash valueThe aspect is strengthened, and then the differentiated advantages of the two products of "Dragon Teng Edition" and "Tiger Roar Edition" jointly create an annuity combination for consumers to choose.

This is undoubtedly good news for consumers looking for more choices!

So, how is the annuity receipt of Xinghai Winner (Tiger Roar Version)?Is it worth choosing?Today, we will analyze this pension insurance product in depth.

1. Basic Information

Old rules, first of all, let's take a look at the basic information of Xinghai Winner (Tiger Roar Version) pension insurance.

Product form

Xinghai Winner (Tiger Roar Version) is underwritten by Fosun Prudential, and the insured population is relatively wide, and you can apply for insurance from 30 days old to 65 years oldThere is no health notice, the purchase threshold is relaxed, and it is suitable for friends with complex physical conditions or serious illnesses to supplement the elderlyThere are many options for payment periods, the longest is 20 years, which is suitable for friends who want to pay for a long time.

2) Liability for death

If the insured person dies before receiving the pension, the greater of the premiums paid and the cash value will be paid

If the insured passes away after the pension has begun, the remaining guaranteed payment will be paid in a lump sum.

3) Annuity payment

Xinghai Winner (Tiger Roar Version) is a lifelong pension insurance, as long as the insured is alive, you can receive a pension for a lifetime. In terms of the start of the collection time, women can choose to receive at the age of 55, 60, 65, and 70, and men can choose to reach the age of 60, 65, and 70 to start to collect.

There are two types of payment methods: annual and monthly, of which the annual amount is the basic sum insured received each yearThe monthly payment amount is 85%。

There are also two types of receiving schemes:

One is for customers who need death benefits and cash value20-year guaranteed payout, 25-year cash value

The other is aimed at customers who are looking for higher pensions, and offers10-year guaranteed payout and cash value

And the two plans can be applied for exchange before the official collection, which not only gives the right to choose but also leaves enough room for change, so that customers can be more flexible in the control of pension cash flow, and people with strong financial self-discipline will like it very much.

2. Amount and cash value

Generally speaking, when choosing an annuity insurance product, you can mainly look at three criteria: the amount received;Cash valueDeath benefit.

In terms of death liability, we have already mentioned above, and here we will make a specific analysis of the amount and cash value of Xinghai Winner (Tiger Roar Version).

Or take a 30-year-old male customer who is insured, pays 100,000 yuan a year, pays for 10 years, and receives an old-age pension from the age of 60 as an example:

1) How much can the winner of the Star Sea (Tiger Roar Version) receive?

As can be seen from the above table, under the same payment and receipt method, if Mr. Lu chooses plan 1 and guarantees to receive it for 20 years, he can receive 111,280 yuan per year from the age of 60, which is equivalent toMonthly collar 927333 yuanThe total guaranteed payout amount is 222560,000 yuan.

If the customer chooses Plan 2 and guarantees 10 years, he or she will receive $131532 per year from the age of 60Monthly collar 1096175 yuan, the total guaranteed amount is 1315.32 million yuan. And when Mr. Lu is 67 years old, that isReceived 8 annuities, the cumulative annuity is 10522.56 million yuan, that's itMore than the premium paidThe next 131532 yuan received each year is equivalent to the increase in the value of the policy!

It is worth mentioning that the current price of Xinghai Winner (Tiger Roar Edition) has grown rapidly in the early stage, taking the above-mentioned insured customers as an example, in the 11th year of the policy, its cash value has exceeded the premium paid, which can well meet the needs of customers who have a demand for capital liquidity.

2) What are the advantages of Xinghai Winner (Tiger Roar Version) compared to Xinghai Winner (Dragon Teng Version)?

It can be seen that in terms of pensions, the winner of Xinghai (Dragon Edition) will be higher;And in terms of cash value, Xinghai Winner (Tiger Roar Edition) is even better.

Compared with several other popular products in the annuity insurance market, Xinghai Winner (Tiger Roar Edition) also has obvious advantages in annuity collection and current price. Consumers who want to be more flexible in asset planning after aging can focus on it.

3. Value-added services

At a time when the aging population is deepening and diversified pension needs are emerging, insurance consumers are looking forward to seeing more "point-to-surface" pension insurance.

To this end, Fosun Prudential not only gives Xinghai Winner (Tiger Roar Edition) a strong competitiveness of "high receipt and high current price" in terms of asset planning, but also empowers and provides Xinghai Winner (Tiger Roar Edition) in terms of value-added services by relying on the Group's comprehensive ecological service systemFinancial consulting, pension, high-end life, education and sojourn services.

For example, if a customer applies for Xinghai Winner (Tiger Roar Edition) pension insurance, the premium of 300,000 yuan or more can enjoy the right to live and stay, and when the premium is over 1.5 million, they can obtain the "Zhenxing Guardian Health Service System" covering medical services, famous doctors, critical illness green pass, health examination, high-end medical care and other rights and interests, as well as the "Foxing Fort" high-end pension community in multiple core cities.

According to Chen Hongjin, general manager of Fosun Prudential's intermediary Internet business department, at present, Xingbao Retirement Community has been successfully implemented in Shanghai, Beijing, Tianjin, Ningbo, Suzhou and other places, and most of these communities are located in the center of the city, with convenient transportation, perfect living facilities, sufficient surrounding medical resources, and have established green pass cooperation with a number of tertiary hospitals.

For modern people who pursue high-quality pension life, such rights and interests are undoubtedly very attractive.

In addition, according to Chen Hongjin, in the later stage, Xinghai Winner (Tiger Roar Version) can also dock with Tiantianying (Longteng Version) Annuity Insurance (Universal Type). Customers can choose to transfer their pension to a universal account, so that the current price of the policy has the opportunity to increase at a higher level, and continue to stimulate the "multiplier effect" of assets for customers.

From the information disclosed on the official website of Fosun Prudential, it can be seen that the settlement interest rate of Tiantianying (Longteng Edition) universal account in October 2023 is 450% (Note: The part of the settlement interest rate of the universal account exceeding the minimum guaranteed interest rate is uncertain, and the historical settlement interest rate is subject to the official website of Fosun Prudential, and is not used as a promise of future returns).

In the current situation of relative scarcity of universal insurance accounts, Xinghai Winner (Longteng Edition) Pension has successfully realized the balance between customers' insurance protection and diversified needs of asset planning by providing a combination of "annuity insurance + universal account", which has become a bright spot in the market.

Write at the end:

To sum up, Xinghai Winner (Tiger Roar Edition) Annuity Insurance has become a fierce general in pension planning with its unique characteristics and strong comprehensive services, safety and stability, high current price, high receipt and excellent service.

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