PROTECTING YOUR
WEALTH AND FAMILY

Your most valuable asset is not your wealth. It’s your ability to keep the wealth secure.

You have worked hard to get to where you are today – which is why it makes financial sense to ensure that everything you have worked for is not at risk. At CIMB Preferred, you can count on our team of experts to create and manage a wealth protection plan that safeguards what is important to you: your loved ones and your wealth.

Protecting your wealth
As your personal wealth grows, it becomes more and more important for you to protect it to help you through difficult times, and to minimize the impact on you and your loved ones

Protecting your family
Giving your family coverage ensures that they are able to sustain their way of life in the event something happens to you, keeping your financial goals you have planned for them intact

Protecting your health
Lifestyle-related diseases and age-related disorders are on the rise, which requires long-term care. With health coverage, you can protect your family from medical bills and help them ensure that you are provided with the best possible medical treatment


Solutions for your needs

Recommended solutions

Core benefits

AIA Platinum Heritage Treasure

A single premium whole life participating plan, designed as a product solution to financial legacy planning needs by providing a high insurance cover in the event of death, thereby securing the financial future of your loved ones.
  • Single premium whole life plan available in both USD and SGD
  • Permanent high insurance cover for Family's Financial Security
  • Immediate liquidity with a high cash value from day one
  • Further asset accumulation through growth in your cash value
  • Equitable and positive estate distribution solution
TM Legacy LifeFlex

A limited premium whole life plan providing capital for family support and development over and above survival.
  • Flexible Multiplier up to 10x of Sum Assured
  • Availability of early, intermediate and advanced stages of critical illnesses coverage
  • Comprehensive lifetime insurance coverage
  • Choice of premium terms from 15, 20 or 25 years
  • Increasing protection value
  • Lifetime Annual Dividend starting at age 65 to help supplement retirement income
NTUC Vivolife

A full/ limited pay whole life plan that covers Death, Total and Permanent Disability (TPD before the age of 70 last birthday), and 30 Dread Diseases
  • Enjoy Minimum Protection Value (125% / 180% / 350% ) of the sum assured till age 70
  • Choice of premium terms from 5, 10, 15, 20, 25 years, up to age 64 or up to age 84
  • Comprehensive coverage for Death, Total and Permanent Disability and Dread Diseases
  • Get an additional cash value when you convert your policy into an annuity
  • Peace of mind for your loved ones with up to 3 times the sum assured, plus bonuses in the event of accidental death

Speak to us about how we can help you

For assistance, please contact your Relationship Manager, call our CIMB Preferred At-Your-Service, visit us at a branch nearest to you, or write to us to schedule an appointment.

Explore more financial solutions in our Daily Banking and Financing Solutions and Regional Banking Solutions pages.

The information on this website is intended for general circulation and should not be interpreted as an offer to sell, solicit an offer to purchase or subscribe for any investment or insurance plan. It does not take into account the specific investment objectives, financial situation or particular needs of any person. You may wish to seek advice from a financial adviser before making a commitment to purchase the product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.
Terms and conditions apply to all products and services.


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