by Penny Angeles-Tan | Nov 24, 2017 | Lifestyle
Whether you are a seasoned veteran or a young professional, the same rule applies when it comes to retirement: It helps to prepare ahead. In fact, the sooner in your life you prepare for it, the more benefits you will reap, and the more you will be able to live what you love when the time for retirement does come.
AXA, global leader in insurance and investment, recently organized a discussion to introduce a new product thataims to help customers live the life they love as they get older – AXA Retire Smart.
The event was attended by award-winning author, newspaper columnist and former advertising executive Barbara Gonzalez; broadcast executive turned entrepreneur Jose Ramon “Monchet” Olives; chef, restaurateur, surfer, and TV host JP Anglo; and erstwhile brand manager and current skincare entrepreneur Jacqueline Yuengtian-Gutierrez, to provide insights on having the right game plan in place to have a good retirement.
Each successful in his/her own right, the four speakers shared the points of view of different generations.
Gonzalez and Olives chose to leave top-level executive posts before reaching their companies’ mandatory retirement ages.
Gonzalez said, growing tired of the pressures of managing a large family-owned advertising agency, she opted for a less stressful but still productive and meaningful life. She conducts writing seminars and makes jewelry. “Do what you want to do and have fun!” she said. Life should not end when retirement age was reached. “It’s just a phase, actually.”
For Olives, a major factor for his early “retirement” was he wanted a change of pace from the pressures of the highly competitive broadcast industry. “I want to pursue a more creative passion and take care of myself moreas life can send you something unexpected. What’s important is to be happy.”
Today, he takes care of the family business of handcrafted fans.
Gutierrez had reached the top of the corporate ladder, but she wanted to spend more time with and focus on her family.
She quit her job in a multinational firm and started her own skin care line after making sure she was financially prepared for the major undertaking. “It is important to save up and set aside funds for future needs,” she said.
Anglo acknowledged that many of his peers hardly thought about retirement. Although his ventures were doing well, Anglo said he was already thinking about his retirement goal, which was “to cook for free and for the ones I love,” and how to accomplish that.
AXA Retire Smart is an investment-linked, regular pay product bundled with life insurance coverage that helps you strategically build a future fund that you can tap when you retire so you can live what you love.
Its savings component gradually builds your future retirement fund with payment schemes that are easy on the pocket, while a portion of your premium is allocated to funds designed to grow your investment.
And because it also is a life insurance product, a lump-sum cash benefit is provided to your family in case of your untimely demise. To learn more about AXA Retire Smart, visit axa.com.ph today.
by Penny Angeles-Tan | Aug 20, 2017 | Banking, Finance, and Cryptocurrency
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
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
“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
The 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.
Gonzalez said, growing tired of the pressures of managing a large family-owned advertising agency, she opted for a less stressful but still productive and meaningful life. She conducts writing seminars and makes jewelry. “Do what you want to do and have fun!” she said. Life should not end when retirement age was reached. “It’s just a phase, actually.”
For Olives, a major factor for his early “retirement” was he wanted a change of pace from the pressures of the highly competitive broadcast industry. “I want to pursue a more creative passion and take care of myself moreas life can send you something unexpected. What’s important is to be happy.”
Gutierrez had reached the top of the corporate ladder, but she wanted to spend more time with and focus on her family.
Anglo acknowledged that many of his peers hardly thought about retirement. Although his ventures were doing well, Anglo said he was already thinking about his retirement goal, which was “to cook for free and for the ones I love,” and how to accomplish that.
Its savings component gradually builds your future retirement fund with payment schemes that are easy on the pocket, while a portion of your premium is allocated to funds designed to grow your investment.
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