Citibank clients have access to new insurance and investment tool
Aegon Prestige is a life insurance product with a single premium, which places 100 per cent of the premium in the selected investment funds. With a one-off payment of minimum 5,000 Euro or 7,000 USD, clients can have access to investment funds that are managed by top global fund houses. As a result, clients can diversify their portfolio across different markets, sectors and currencies by selecting from the 28 Mutual Funds currently available through Citibank, in its capacity as insurance intermediary.
Aegon Prestige provides a minimum of 12 free transfers between funds per year, offering customers the possibility to adjust their investment strategy depending on the duration of their investment, risk appetite and expected results.
The product has an attractive taxation structure, as there are no fees for entering the investment programs, allowing clients the flexibility to adapt their investment strategy with minimum financial impact.
“With Aegon Prestige, our customers are now able to make the most out of a life insurance product by combining the protection component with the possibility to obtain higher returns given by access to the investment programs. What is truly remarkable about this product is that it offers extended control to the customer – from the ability to choose their own investment strategy and to switch between funds to the ability to make partial or full withdrawals anytime during the contract. All the components make this product adaptable to each customer’s individual needs and objectives,” said Mihaela Nacu, Sales and Distribution Head at Citibank Romania.
“It is in Aegon’s DNA to provide customized solutions for its bancassurance partners. When developing this product together with the Citibank team, we first looked at their clients’ needs and expectations and, of course, at the global financial and investment trends. This resulted in a unique and modern product, Aegon Prestige, that enables access to an exclusive mix of investment funds from prestigious houses such as BlackRock, Schroder, JP Morgan, Templeton, Credit Suisse, Allianz and Fidelity,” said Sînziana Maioreanu, CEO, Aegon Romania. Customers have 24/7 access to their Aegon Prestige account through a web-based platform, Your Aegon, which enables them to check their account balance, perform transfers and review past transactions.
Aegon Prestige provides a minimum of 12 free transfers between funds per year, offering customers the possibility to adjust their investment strategy depending on the duration of their investment, risk appetite and expected results.
The product has an attractive taxation structure, as there are no fees for entering the investment programs, allowing clients the flexibility to adapt their investment strategy with minimum financial impact.
“With Aegon Prestige, our customers are now able to make the most out of a life insurance product by combining the protection component with the possibility to obtain higher returns given by access to the investment programs. What is truly remarkable about this product is that it offers extended control to the customer – from the ability to choose their own investment strategy and to switch between funds to the ability to make partial or full withdrawals anytime during the contract. All the components make this product adaptable to each customer’s individual needs and objectives,” said Mihaela Nacu, Sales and Distribution Head at Citibank Romania.
“It is in Aegon’s DNA to provide customized solutions for its bancassurance partners. When developing this product together with the Citibank team, we first looked at their clients’ needs and expectations and, of course, at the global financial and investment trends. This resulted in a unique and modern product, Aegon Prestige, that enables access to an exclusive mix of investment funds from prestigious houses such as BlackRock, Schroder, JP Morgan, Templeton, Credit Suisse, Allianz and Fidelity,” said Sînziana Maioreanu, CEO, Aegon Romania. Customers have 24/7 access to their Aegon Prestige account through a web-based platform, Your Aegon, which enables them to check their account balance, perform transfers and review past transactions.
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Citibank Romania, Aegon Romania
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