17 April 2024

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Retire Smart with AXA

4 min read
AXA launches Retire Smart to help you build a solid game plan for retirement
AXA Retire Smart

Whatever dreams you want to pursue, it’s easier to make it happen by having a solid game plan. This is especially true for long-term goals like planning for retirement. After all, the hard work you put in over so many years should yield to a prize in the future.

Travel the World
Travel the World

The prize of living what you love when you retire is possible, whether it’s setting up your own business, ticking off places on your bucket list, or just spending more time with your family.

Using its expertise and experience in investments, AXA employs modern portfolio management techniques to maximize the growth of your investment while you’re young, while minimizing volatility as you grow closer to your target retirement date.

Have the flexibility to choose your investment fund – Retire Smart 2030, 2035, 2040, and 2045 – depending on which one is closest to your target retirement year.

Retire Smart also comes with a life insurance coverage equivalent to at least 5 to up to 25 times your annual basic premium, to ensure that your family is taken care of in the event of any unforeseen circumstances.

Rahul Hora, President and CEO of AXA Philippines
Rahul Hora, President and CEO of AXA Philippines

“AXA Philippines knows the value of having a solid game plan. To be able to pursue what you are passionate about when you retire, you need the right plan to achieve financial independence. With Retire Smart, we offer a flexible investment package that allows you to truly enjoy your life when you retire,” said Rahul Hora, President and CEO of AXA Philippines.

Travelling around the world, opening your own business, and spending time with your family and friends may seem like distant dreams, but with your investment in Retire Smart today, you can start preparing to pursue those dreams and live the life you love when you retire.

AXA Philippines, a joint venture between the AXA Group and the Metrobank Group, is one of the country’s largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products.

About the AXA Group

AXA logoThe AXA Group is a worldwide leader in insurance and asset management, with 166,000 employees serving 107 million clients in 64 countries. In 2016, IFRS revenues amounted to Euro 100.2 billion and IFRS underlying earnings to Euro 5.7 billion. AXA had Euro 1,429 billion in assets under management as of December 31, 2016.

The AXA ordinary share is listed on compartment A of Euronext Paris under the ticker symbol CS (ISN FR 0000120628 – Bloomberg: CS FP – Reuters: AXAF.PA). AXA’s American Depository Share is also quoted on the OTC QX platform under the ticker symbol AXAHY.

The AXA Group is included in the main international SRI indexes, such as Dow Jones Sustainability Index (DJSI) and FTSE4GOOD.

It is a founding member of the UN Environment Programme’s Finance Initiative (UNEP FI) Principles for Sustainable Insurance and a signatory of the UN Principles for Responsible Investment.

About AXA Philippines

AXA Philippines is a joint venture between the AXA Group and the Metrobank Group, one of the country’s largest financial conglomerates. AXA Philippines is 2nd leading life insurance company in the country, with P21.6 billion in gross premium income reported in 2016, and over 811,000 customers protected under various individual and group life insurance products.

Most recently, AXA Philippines announced its entry into the non-life insurance business with the acquisition of Charter Ping-An, the 5th largest non-life insurance company in the Philippines.

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