Claims 

AXA Future Planning

Are you looking to prepare a long-term project? Prepare for the future? Plan for retirement?


AXA Future Planning :
Investments & FUTURE PLANNING ASSURANCE - PROTECT YOU AND YOUR FAMILY

Prepare for the future and value your savings. We have savings plans from instant access savings accounts, tax efficient savings plan and Assurance Vie.

The most popular investment in France?
Always the Assurance Vie Assurance Vie, your means to save, transfer your capital on death, prepare for a project or have additional income...



Assurance Vie in a nutshell :

  • Save within a favourable tax framework
  • Lump sum, regular or flexible payments
  • Benefit from a favourable tax framework.
  • Receive your savings in the form of a life annuity or capital.
  • PASSING DOWN CAPITAL ON DEATH. On death, the capital shall be passed down to any beneficiaries you have designated, (under the conditions of the plan)
  • Partial or total buy back of your savings



FUTURE PLANNING ASSURANCE - PROTECT YOU AND YOUR FAMILY

  • To protect you and your family in case of death, invalidity or being unable to continue working.
  • Life assurance – stand-alone or to support a mortgage or loan.
  • Prepare for retirement with pension planning.
  • Funeral plan.