Legacy Solution

Legacy Solution

Legacy Solution

Legacy solution is the most high-end insurance product aiming to provide you solution on risk management, asset preservation and asset inheritance

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Understand Your Need

How to protect and transfer the wealth is always the focus of allfluent class, especially for entrepreneurs.

If you want to learn more about:

  • Asset preservation
  • Asset inheritance
  • Risk management

Benefits
  • Design your own beneficiary and insurance proceeds payout scheme
  • Provide life insurance protection as long as the policy remains in force
How to Apply

If you are below 55 years of age with residence in China and hold a Citibank account, you are eligible to apply:

  • Call your relationship manager for immediate assistance or making a making a face to face advisory service with our insurance consultant
  • Make an online appointment
  • Call Citibank 24-Hour Service Hotline 400-821-1880 / 800-830-1880 (for land lines within mainland China). If you are overseas, please call (+86)-(20)-3880-1267.

*Before you sign any investment linked insurance agreement, you need to do the risk profiling to assist you to select a suitable product.

Value Proposition

The purpose of wealth accumulation is for better life. For our legacy customers, we offer premium customer privileges:

  • Free trial at CEIBS
  • Free Legal / Financial advisory services*
  • Tailor-made Policy management service*
  • International SOS service*

The value added services marked with * is solely offered by insurance company or third party, and such insurance company or third party shall be responsible for those services. Also, for detailed services, please refer to the terms then provided by such insurance company or third party when the service is actually offered.

  • Branches and sub-branches of Citibank (China) Co.,Ltd are acting as insurance agents for the insurance company and only distributing insurance products. The insurance products are issued and managed by the insurance company itself only. Citibank (China) Co.,Ltd. (including its branches and sub-branches) is not responsible for any matters relating to investment, fulfillment, risk management, policy acceptance, redemption, cancelation or policy claims, nor shall assume any related liabilities.
  • The insurance company is the insurance underwriter of the insurance products and is solely responsible for all insurance and compensation related matters. For detailed features and terms of the insurance products mentioned in this leaflet, please refer to the insurance policy and insurance contract issued by the insurance company.
  • The insurance company shall be solely responsible for the insurance products. Insurance products are not bank deposits, and none of Citibank (China) Co., Ltd., Citigroup Inc. or any of its affiliates or subsidiaries shall be responsible for, or has provided guarantee for any of the insurance products.
  • The value added services marked with * is solely offered by insurance company or third party, and such insurance company or third party shall be responsible for those services. Also, for detailed services, please refer to the terms then provided by such insurance company or third party when the service is actually offered.
  • If the Chinese version of this brochure is not consistent with the English version, the Chinese version prevails.
  • This Product shall not be provided to a US person for purposes of US federal income tax, or a person acting for, or on behalf of, a US person, or a person with any of the address(es) registered with the Bank being a US address or any other person who fails to meet the Bank’s sales requirement.