Legacy Planning

  • Legacy PlanningLegacy Planning

The benchmark for a life well lived is the success and well-being of those who come after us. Leave a lasting legacy and secure the financial future for your loved ones, giving them continued financial security for generations to come.

With proper legacy planning and the right suite of solutions, you can be assured that your wealth will be transferred in the most efficient way to the people and the causes that matter most to you.

What you can potentially achieve through legacy planning: 

Multiply

Multiply

what you can leave behind for your loved ones without compromising on your current and retirement lifestyle.

Safeguard

Safeguard

  • your estate and investments against market fluctuations
  • your business against unforeseen circumstances of losing a key business decision maker.
Distribute

Distribute

your assets in an equitable way among loved ones without having to liquidate any assets during difficult times.

To start building your legacy, please contact your UOB Senior Client Advisor or the UOB Reserve Concierge at 1800 222 7997 (Singapore) or +65 6222 7997 (Overseas).

Buying a life insurance policy is a long term commitment. An early termination of the policy usually involves high costs and the surrender value payable (if any) may be less than the total premiums paid. Buying health insurance products that are not suitable for you may impact your ability to finance your future healthcare needs. Premiums for the supplementary benefits are not guaranteed and may be adjusted based on future claims experience. This marketing material is solely for use in Singapore and for reference only and is not a contract of assurance nor is it intended as an offer, solicitation or recommendation with respect to the purchase or sale of the products stated herein. The precise terms and conditions, specific details and exclusions applicable to the products stated herein are specified in the respective policy documents. The above is for general information only and does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You are recommended to read the policy documents and to seek advice from a financial adviser with regards to your specific investment objectives, financial situation and any of your particular needs before making a commitment to purchase any insurance products. In the event that you choose not to seek advice from a financial adviser, you should consider carefully whether any of the insurance products is/are suitable for you. In case of inconsistency between the English and Chinese versions, the English version shall apply and prevail. United Overseas Bank Limited does not hold itself out to be an insurer, insurance broker or insurance agent.

These policies are protected under the Policy Owners’ Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for these policies are automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact your insurer or visit the Life Insurance Association (LIA) or SDIC websites (www.lia.org.sg or www.sdic.org.sg).