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Released January 5, 2026 · Manulife New Savings Plans

Manulife 2026Complete Guide
Genesis Centurion + Genesis Deep Dive

Genesis Centurion expected IRR 6.5%, Genesis 3-year breakeven with single premium. Detailed analysis of Dual Redemption, Mind & Body Advance, and market-first EasyAccess.

Genesis Centurion

6.5%

Expected IRR

Genesis Single

3 yrs

Breakeven

Currencies

7

Global Allocation

Products

2

Flagship + Basic

ProductLaunch

January 5, 2026, Manulife Hong Kong officially launched two new participating savings plans: Genesis Centurion Insurance Plan and Genesis Insurance Plan.

This is Manulife's flagship launch during the 2026 "Red Start" period, offering diverse savings options for different customer needs. Genesis Centurion targets high-return long-term wealth accumulation, while Genesis emphasizes flexibility and immediate coverage.

📅

Launch Date

January 5, 2026 Official Launch

🎯

Products

2 New Participating Savings Plans

💡

Market First

EasyAccess, Peace of Mind Services

🎁

Promotion

Prepayment rate up to 6.5%×2 years

Two ProductsOverview

Genesis Centurion = High-Return Flagship | Genesis = Flexible Basic

Genesis Centurion

Genesis Centurion · Flagship

Expected IRR

6.5%

Breakeven

~6 years

Year 27 Surrender

~6x

Payment Terms

3 options

✓Dual Redemption (CashPlus + Bonus Lock-in)
✓Market-first EasyAccess
✓Mind & Body Advance
✓Full Wealth Transfer Features
✓7 Policy Currencies

Genesis

Genesis · Basic

CashPlus Income

~4.6%

Breakeven

~3 years

3-Gen Transfer

~12x

Payment Terms

5 options

✓CashPlus Regular Income
✓Terminal Bonus Lock-in
✓Mind & Body Advance
✓Riders Available (Life/CI/Medical)
✓7 Policy Currencies

Genesis Centurion Deep Dive

Genesis Centurion Insurance Plan · Flagship

💰

Dual Redemption

CashPlus regular income + Terminal Bonus Lock-in, access funds without surrender

🛡️

Mind & Body Advance

Lock in 100% terminal bonus as reserve upon critical/mental illness diagnosis

🔄

7 Currency Options

USD/HKD/CNY/CAD/AUD/GBP/SGD, convertible from Year 3

👨‍👩‍👧

Full Legacy Features

Change life assured, backup, policy split, Successor Option—wealth for generations

💡

EasyAccess (Market First)

Authorize family to withdraw preset policy value ratio—industry first

🏥

Peace of Mind Services

Designated person can execute preset policy instructions if you lose capacity

Expected Returns Data

YearGuaranteed CVExpected Surrender ValueExpected MultipleExpected IRR
Year 5~60%~95%~1.0x-
Year 6~65%~102%~1.0x~0.3%
Year 10~75%~140%~1.4x~3.4%
Year 20~90%~290%~2.9x~5.5%
Year 27~100%~600%~6.0x~6.5%
Year 35~110%~920%~9.2x~6.5%

*Above figures are non-guaranteed projections for reference only. Actual returns depend on investment performance.

CashPlus Income Example

Case: Mr. Chen pays total premium of USD 200,000, electing to receive annual CashPlus income from the 20th policy anniversary:

Annual Income

$27,145

Of Premium Paid

13.57%

Frequency

Monthly/Annual

Genesis Deep Dive

Genesis Insurance Plan · Basic

⚡

Fast Breakeven

Single premium breaks even in ~3 years, high capital efficiency

📈

CashPlus Income

Regular non-guaranteed income after premium paid, ~4.6% of premium

🔧

More Payment Options

Single/3/5/10/15-year terms for flexible planning

➕

Rider Options

Add life/hospitalization/CI/accident coverage (HKD/USD policies)

🛡️

Mind & Body Advance

Lock in 100% terminal bonus for CI/mental illness

👨‍👩‍👧

Wealth Transfer

Change life assured, backup, policy split features

Case Study: 3-Generation Transfer

Ted (age 55) pays USD 100,000 single premium

  • • Breaks even in ~3 years
  • • CashPlus starts Year 11 (retirement at 66)
  • • Annual withdrawal ~$10,062 (~10% of premium)
  • • Year 30: Changes life assured to son Toby
  • • Continues to grandchildren

Expected Total Returns

$1,227,152

Total withdrawals $1,006,200 + Final surrender $220,952

= 12.27x of premium paid

Entry Age & Minimum Premium

Payment TermEntry AgeMin Annual (USD)Min Single (USD)
Single0-80-$6,500
3 Years0-75$3,500-
5 Years0-75$2,500-
10 Years0-70$1,500-
15 Years0-60$1,000-

Side-by-Side Comparison

FeatureGenesis CenturionGenesis
PositioningHigh-Return FlagshipFlexible Basic Savings
Payment TermsSingle/3/5 YearsSingle/3/5/10/15 Years
Expected IRR~6.5%~4.6% (CashPlus Rate)
Expected Breakeven~6 Years~3 Years (Single)
Bonus Lock-in StartYear 10+Year 5+
Lock-in Limit≤50% for 25 consecutive years≤50% for 5 consecutive years
RidersNoneLife/CI/Hospital/Accident
EasyAccessYes (Market First)No
Premium Holiday5-Year Term Only5/10/15-Year Terms
Ideal ForLong-term investors, HNW legacyFlexible planning, Education funds

✅ Choose Genesis Centurion if...

  • • You want higher long-term returns
  • • Capital can stay invested 6+ years
  • • You need EasyAccess and advanced features
  • • Wealth transfer is your primary goal

✅ Choose Genesis if...

  • • You want fast breakeven (3 years)
  • • You need more payment term options
  • • You want to add CI/Medical riders
  • • For education funds or mid-term planning

vs Competitors

Genesis Centurion vs AIA GlobalFlexi vs Prudential jF Evergreen vs AXA Wealth Select

FeatureGenesis CenturionAIA GlobalFlexiPrudential jFAXA Wealth Select
CompanyManulifeAIAPrudentialAXA
Expected IRR (Long)~6.5%~6.0%~5.8%~5.7%
Currency Options7976
Bonus Lock-in StartYear 10+Year 15+Year 5+Year 10+
Regular IncomeCashPlusFlexi-IncomejStreamWealth Income
CI AdvanceYes (100% bonus lock)YesYesYes
Mental IllnessYes (5 types)NoYesNo
Policy SplitYesYesYesYes
Jan 2026 Promo6.5%×2yr prepay4.3%+21% bonus4.5%+17% bonus4.5%+31% bonus

💡 Recommendations

  • • Highest Expected Returns: Genesis Centurion (~6.5% IRR)
  • • Currency Flexibility: AIA GlobalFlexi (9 currencies)
  • • Early Bonus Lock-in: Prudential jF (from Year 5)
  • • Best Promo Offer: AXA Wealth Select (31% bonus)
  • • Mental Illness Coverage: Genesis series only (5 types)

Real Case Studies

👴

Case 1: Retirement Planning

Genesis Centurion

ClientMr. Wang, 45
Premium5yr×$40,000
Total Premium$200,000

Income from 60$27,145/yr
Until age 80$542,900
Surrender at 80~$850,000

Total Returns~$1,392,900
Multiple~7.0x
👧

Case 2: Education Fund

Genesis Basic

ClientMs. Li, 35
Life AssuredDaughter, 5
Premium5yr×$40,000
Total Premium$200,000

Yr 13-16 Withdrawal$200,000
(College Education)Daughter 18-21
Income from Yr 17$15,000/yr

Surrender Yr 95~$1,095,634
Multiple~5.5x
👨‍👩‍👧‍👦

Case 3: Family Legacy

Genesis Centurion

ClientMr. Zhang, 50
PremiumSingle $500,000

From Year 10Lock in partial bonus
Year 20Change life assured to son
Year 40Split policy to grandchildren

Successor OptionDesignate allocation
Expected 50yr Value~$5,000,000
Multiple~10x

Manulife Investment Strategy

Understanding the asset allocation behind Genesis series

Asset Allocation Mix

Asset ClassAllocationDescription
Fixed Income~40%Government bonds, IG corporate bonds
Equities~35%Global stocks, Private equity
Real Estate~15%Commercial property, REITs
Alternatives~10%Infrastructure, Hedge funds

*Allocation ratios are indicative and may be adjusted based on market conditions

🌍 Global Diversification

Manulife manages over $700B in assets with teams across 16 global markets, capturing opportunities and diversifying single-market risk.

📈 Long-Term Value Investing

Genesis series employs long-term strategies, focusing on assets with stable cash flows and growth potential rather than chasing short-term volatility.

🔒 Risk Management

Through guaranteed and non-guaranteed benefit structures, balancing returns and risk—providing guaranteed value even amid market volatility.

Manulife Dividend History

Reference historical dividend fulfillment rates; past performance does not guarantee future results

Major Savings Plans Dividend Fulfillment (2024)

ProductReversionary BonusTerminal BonusOverall Rate
Legacy Series100%93%96%
Life Leap Series100%89%94%
Wealth Creator Series100%87%92%
Fortune Builder Series100%85%91%
Smart Edge Series100%82%88%

*Source: Manulife HK official dividend fulfillment report (2024). Reversionary bonus typically 100% fulfilled; terminal bonus varies with market performance.

Avg Reversionary Bonus

100%

Guaranteed portion stable

Avg Terminal Bonus

87%

Non-guaranteed slightly below

Solvency Ratio

300%+

Far exceeds 150% requirement

Detailed Returns Comparison

Expected returns across different payment terms and holding periods

Genesis Centurion Single Pay USD 100,000

YearGuaranteed CVExpected TBExpected SVMultipleIRR
Year 3$58,000$30,000$88,0000.88x-4.1%
Year 5$60,000$35,000$95,0000.95x-1.0%
Year 6$65,000$37,000$102,0001.02x0.3%
Year 10$75,000$65,000$140,0001.40x3.4%
Year 15$82,000$118,000$200,0002.00x4.7%
Year 20$90,000$200,000$290,0002.90x5.5%
Year 25$98,000$352,000$450,0004.50x6.2%
Year 30$105,000$545,000$650,0006.50x6.5%
Year 40$120,000$1,080,000$1,200,00012.00x6.5%

Genesis Single Pay USD 100,000

YearGuaranteed CVExpected TBExpected SVMultipleIRR
Year 3$92,000$8,000$100,0001.00x0%
Year 5$94,000$12,000$106,0001.06x1.2%
Year 10$100,000$35,000$135,0001.35x3.0%
Year 15$105,000$65,000$170,0001.70x3.6%
Year 20$110,000$110,000$220,0002.20x4.0%
Year 30$120,000$230,000$350,0003.50x4.3%
Year 40$135,000$430,000$565,0005.65x4.5%

*The above data is indicative projections; actual returns may vary based on market performance.

Hong Kong Insurance Complete Process

Full process guide from inquiry to policy activation

1

Initial Consultation

Contact licensed advisor, understand product details, confirm suitability

Est. Time: 1-3 days

2

Prepare Documents

ID/Passport, address proof, income proof, health declaration

Est. Time: 1-2 days

3

Schedule HK Visit

Arrange HK trip; must sign policy documents in person

Est. Time: 1 week ahead

4

Sign Policy

Complete signing, photo verification, pay first premium in HK

Est. Time: Same day

5

Underwriting

Insurance company reviews application, may request additional documents

Est. Time: 5-10 days

6

Policy Effective

Receive confirmation email, policy activated, get policy number

Est. Time: Immediate

📋 Required Documents Checklist

Essential Documents

  • • Valid Travel Permit/Passport
  • • Address proof (within 3 months)
  • • Bank card or checkbook

For Large Policies

  • • Income proof (payslip/tax certificate)
  • • Asset proof (property/deposits)
  • • Medical exam (age/sum dependent)

Payment Methods Guide

Understanding pros and cons of different payment methods

Payment MethodFirst PremiumRenewalFeesSuitable For
HK Bank Cashier Order✓✓NoneHK bank account holders
Cheque (HKD/USD)✓✓NoneHK bank account holders
FPS✓✓NoneHK bank account holders
UnionPay Debit✓✗~1%Mainland clients first payment
VISA/Master Credit✓Limited~2-3%Urgent or for points
Wire Transfer (TT)✓✓Bank feesLarge premiums or no HK account

💡 Recommended: Open HK Bank Account

  • • Auto-debit for renewals (DDA)
  • • Zero fees, transparent rates
  • • Easy claims payout collection
  • • USD account available

⚠️ Important Notes

  • • UnionPay single limit (~$50K USD)
  • • Credit cards may be declined
  • • First premium must be paid in HK
  • • Bring multiple payment options

More Use Cases

🏥

Case 4: Critical Illness Fund

Mind & Body Wellness Advance

Mr. Liu (50) held Genesis Centurion for 10 years, with expected terminal bonus of $80,000. Unfortunately diagnosed with early-stage cancer.

After Wellness Advance:

  • Locked TB$80,000 (100%)
  • Cash AvailableWithdraw anytime for medical
  • Policy StatusRemains active, still grows
💱

Case 5: Multi-Currency Allocation

Currency Switching

Ms. Chen invested in Genesis with USD. 3 years later, daughter plans to study in UK. She switched currency from USD to GBP to lock in favorable rates.

After Currency Switch:

  • Original CurrencyUSD → GBP
  • Policy ValueConverted at market rate
  • Future ReturnsIn GBP, avoiding FX loss
🔑

Case 6: CashPlus Application

Industry-First Feature

Mr. Wang Sr. (85) has mobility issues. He set up CashPlus, authorizing his son to withdraw up to 10% of policy value annually.

CashPlus Settings:

  • Authorized PersonSon, Wang Jr.
  • Max Withdrawal10% annually
  • PurposeFather care expenses
✂️

Case 7: Policy Split Inheritance

Precise Wealth Distribution

Mr. Huang holds Genesis Centurion worth $1,000,000 with 3 children. He chose to split the policy into 3 portions of $333,333 each.

Split Plan:

  • Eldest Son$333,333 (33%)
  • Second Daughter$333,333 (33%)
  • Youngest Son$333,333 (33%)

*Each policy operates independently after split

2026 Q1 Spring Offers

Genesis series eligible for Manulife 2026 Spring promotions

Prepay Interest Rate

Guaranteed Rate6.5%
Prepay Period2 consecutive years
Offer Ends2026/2/23

Premium Rebate

Evergreen Elite II72%
Genesis Series25% rebate
CI Plans10% rebate

Suitable & Unsuitable Audiences

✅ Suitable for Genesis Series

Long-term Wealth Planners

5-10+ year horizon, seeking stable growth

Retirement Planning

Want stable non-guaranteed income after retirement

Education Fund Planning

Preparing overseas education costs, periodic withdrawals needed

HNW Family Legacy

Need policy split, successor nomination and other advanced features

Mental Health Coverage

Genesis series exclusive 5 mental illness advance benefits

⚠️ Not Suitable For

Short-term Liquidity Needs

Genesis Centurion needs 6 years to break even; early surrender incurs loss

Seeking Guaranteed Returns

Terminal bonus is non-guaranteed, depends on investment performance

Need Medical Riders

Genesis Centurion does not support riders (Genesis does)

Unfamiliar with Manulife

Should first understand company dividend history and investment strategy

Tight Liquidity

Savings plans need long-term holding; avoid using emergency funds

FAQ (20 Questions)

Product Basics

What's the difference between Genesis Centurion and Genesis?▼
Centurion is the flagship with higher expected IRR (6.5%) but longer breakeven (6 years); Genesis is basic with faster breakeven (3 years) but lower returns, and supports riders.
How to choose among 7 currencies?▼
USD policies have broader investment channels and higher potential; HKD/CNY have lower FX risk; other currencies suit clients with asset allocation needs in those regions.
What is CashPlus Income?▼
Regular non-guaranteed income after premiums are paid, available monthly or annually—like "passive income" from your policy.
How does Terminal Bonus Lock-in work?▼
Available from Year 5 (Genesis) or Year 10 (Centurion), locks in part of terminal bonus as guaranteed funds, with ratio limits.
Can I surrender early?▼
Yes, but early surrender may result in principal loss. Recommend holding at least until breakeven (Genesis 3yr/Centurion 6yr).

Feature Details

What is EasyAccess?▼
Market-first feature allowing you to authorize a family member to withdraw a preset proportion of policy value. Only available on Genesis Centurion.
What conditions does Mind & Body Advance cover?▼
Covers 9 critical illnesses (cancer, heart disease, stroke, etc.) and 5 mental conditions (autism, bipolar, schizophrenia, etc.), locking 100% terminal bonus.
Any restrictions on currency conversion?▼
From Year 3, once per year, no medical exam needed, policy date unchanged. But policy value adjusts with exchange rates.
What are the benefits of policy split?▼
Split one large policy into multiple smaller ones for different family members—more flexible wealth transfer planning.
What is Successor Option?▼
Designate backup life assured and allocation ratios. Policy auto-splits to successors upon original life assured's death.

Practical Matters

What's the minimum premium?▼
Genesis minimum single premium USD 6,500, 5-year pay USD 2,500/year. Centurion similar. Subject to underwriting.
Is medical exam required?▼
Simplified underwriting without exam if sum assured is below limits. Large policies may require exam or financial proof.
What riders can be added?▼
Genesis (HKD/USD policies) can add life, hospital, CI, or accident riders. Centurion doesn't support riders.
What is premium holiday?▼
From Year 2, pause payments for up to 2 years. Available for 5/10/15-year pay (Genesis) or 5-year pay (Centurion).
How to enjoy Q1 promotion?▼
Apply and prepay between Jan 5 - Feb 23, 2026 for 6.5%×2 years guaranteed rate. Consult advisor for details.

Risks & Returns

Are expected returns guaranteed?▼
No. Terminal bonus and CashPlus income are non-guaranteed, depending on Manulife's investment performance.
What's Manulife's dividend history?▼
Manulife is a century-old insurer with relatively stable fulfillment rates. Check their official fulfillment reports.
How does it compare to bank deposits?▼
Savings plans have higher expected but non-guaranteed returns, requiring long-term holding. Deposits guarantee returns but at lower rates.
Does FX affect returns?▼
Yes. Non-local currency policies are affected by FX movements. Choose currency based on your asset allocation needs.
What if Manulife goes bankrupt?▼
HK insurance is regulated by IA with strict solvency requirements. But all insurance carries insurer credit risk.

Risk Disclosure

Non-Guaranteed Benefits

Terminal bonus and CashPlus income are non-guaranteed. Actual amounts depend on investment performance and may be higher or lower than projected.

Early Surrender Risk

Policies are designed for long-term holding. Early surrender may result in principal loss. Genesis Centurion breaks even around year 6.

Currency Conversion Risk

After currency conversion, guaranteed cash value and terminal bonus may change with exchange rate movements.

Waiting Period

Mind & Body Advance coverage can only be exercised one year after policy effective date.

Summary

Manulife launched Genesis Centurion and Genesis in January 2026, targeting high-return flagship and flexible basic savings respectively.

  • • Genesis Centurion: Expected IRR 6.5%, ideal for long-term investment and wealth transfer
  • • Genesis: 3-year breakeven, suitable for education funds and flexible planning
  • • Both offer 7 currencies, Mind & Body Advance, wealth transfer features
  • • Q1 Promotion: Prepayment rate 6.5%×2 years (until 2/23)

Get Professional Advice

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• Assistance with HK visit arrangement

Data Source: Manulife official product sheets, Manulife HK website (Jan 2026)

Updated: January 24, 2026

Disclaimer: This report is for reference only and does not constitute investment or insurance advice. Actual benefits are subject to policy terms.

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