Fubon Financial

Fubon Financial Holdings and its five subsidiaries participate in the “2025 Health Ageing Tech Show” for the first time

Taiwan is on the verge of entering a super-aged society. In response to the challenges posed by ageing, particularly in health care and financial security, Fubon Financial Holdings is leveraging its resource advantages. For the first time, it has brought together five major subsidiaries—Fubon Life, Taipei Fubon Bank, Fubon Securities, Fubon Insurance, and Fubon Asset Management—to participate in the '2025 Health Ageing Tech Show.' This event will take place from August 8 (Friday) to August 10 (Sunday) at the Taipei World Trade Center Hall 1. The initiative aims to construct a healthy ageing manor by addressing various aspects such as insurance, trust, investment, medical care, and risk prevention. Fubon will assume multiple roles, including manor manager, granary guardian, windbreak protector, contract investor, and land planner, to provide professional financial consulting and create a comprehensive, elder-friendly financial service that safeguards the health ageing life of the elderly.

Richard M Tsai, Chairman of Fubon Financial Holdings, stated that Fubon Financial Holdings upholds a people-oriented philosophy and is committed to providing innovative services and products tailored to the needs of the elderly. With the concept of a “financial department store,” we aim to meet the diverse financial needs of middle-aged and elderly individuals in a one-stop manner. We hope to accompany the public as they confidently face retirement and, through the power of finance, provide substantial support and warm companionship in response to the trend of an aging society.

Fubon Life cares for the elderly population and has created three types of retirement funds: survival funds, medical funds, and long-term care funds

As Taiwan moves toward becoming a “super-aged society,” the demand for retirement planning and medical insurance is on the rise. Fubon Life has identified the needs of the elderly and is promoting the concept of using insurance to build one's own “three pillars of retirement”—survival funds, medical funds, and long-term care funds—to provide comprehensive protection for cash flow, medical care, long-term care, and inheritance after retirement.

When it comes to survival funds, stability and safety should be the top priorities. You can make good use of NTD and foreign currencies to invest in participating or variable rate life insurance policies that offer survival fund payouts, as well as immediate annuity insurance products, to create different combinations. For medical expenses, you can start with the “three essentials” of medical insurance: hospitalization reimbursement benefits, daily allowance-type medical insurance, and surgery insurance, and then supplement these with critical illness insurance. For long-term care expenses, you can use long-term care insurance to transfer the burden of care costs. In addition to providing comprehensive financial and health planning for the elderly after retirement, Fubon Life has also enhanced customer service by installing hearing aids for the hearing impaired, providing documents with enlarged fonts and highlighted key points, and offering other accessible and considerate services at its service counters. In terms of social responsibility, the company focuses on addressing elderly depression, enhancing mental health care for the elderly, and collaborating with the Federation for the Welfare of Taiwan’s Seniors on the “Loneliness Prescription Program” to expand support for the elderly through corporate initiatives.

Taipei Fubon Bank utilizes trust as a shield to assist the elderly in safeguarding their assets

To help the elderly prevent fraud and protect their retirement assets, Taipei Fubon Bank is actively promoting the "Online Trust Signing" service at the Health Ageing Tech Show. With this service, customers can sign contracts online first, and if they meet the signing qualifications and have all their personal information ready, they can complete the signing in as little as 1 hour during business hours. Other trust-related agreements can be handled at the bank when the trust supervisor is available or when investments need to be made which has greatly improved the flexibility of applying for and utilizing trusts.

Taipei Fubon Bank indicates that trusts can safeguard customers' assets in a simple and low-cost manner. By agreeing on the rules for accessing large sums of money with the bank, it prevents fraudsters from succeeding, making it a practical tool for preventing scams against the elderly. It is advisable for families with the elderly to utilize the 'Online Trust Signing' service to plan trusts for their seniors in advance, thus protecting their financial security. Looking ahead, Taipei Fubon Bank will persist in its efforts to introduce innovative and accessible trust products, focusing on both product and service enhancements. The bank is dedicated to improving digital trust services to connect trusts more closely with the public and fulfill the vision of trust care.

Fubon Securities has elevated its commitment to the elderly by advancing health ageing financial planning and simultaneously promoting fraud awareness initiatives

In addition, Fubon Securities is actively promoting financial-friendly services and will provide tailored financial consultation for the elderly at the '2025 Health Ageing Tech Show', assisting them in planning a secure and stable retirement. Considering that the elderly are also high-risk targets for fraud, Fubon Securities will hold an anti-fraud seminar on the opening day, inviting officers from the Criminal Investigation Bureau to share the most common fraud methods and real cases encountered by the elderly, thereby enhancing public awareness and response capabilities against fraud.

Moreover, Fubon Securities has also set up a “Healthy Ageing Friendly Zone” and a “Retirement Preparation Zone” on its official website, providing financial information and services tailored to the needs of the elderly. For customers who have already begun planning for retirement, the company selects high-dividend funds, ETFs, insurance products, and overseas bonds suitable for long-term investment each quarter, and combines these with a regular investment platform to help customers steadily accumulate retirement assets and achieve their goal of a secure retirement.

Fubon Securities upholds corporate social responsibility and is committed to creating a financial service experience that is "environmentally friendly," "communication-friendly," and "service-friendly." We offer professional and cordial services, working alongside our customers to establish a more secure and friendly financial future.

Fubon Insurance has established protective windbreak forests to offer coverage for accidents and cancer-related medical expenses

Fubon Insurance offers comprehensive protection for the healthy aging demographic, showcasing the "Brilliant Life 2.0" senior accident insurance and the cancer insurance policy "Love Medicine Instant 3.0" as its main themes. The "Brilliant Life 2.0" policy provides coverage of up to NT$1 million for common accidental hospitalizations faced by the healthy aging group, including compensation for expenses such as hospitalization care, theft of personal belongings, food poisoning, and assistive devices. On the other hand, "Love Medicine Instant 3.0" focuses on precision treatment for cancer, being the first policy in the market to offer actual cost coverage for targeted cancer treatment drugs and Da Vinci surgical fees. It provides up to NT$5 million in coverage for the initial targeted drug costs (including immunotherapy) for first-time cancer patients, with a compensation period extending to three years. Additionally, it offers NT$100 thousand for cancer gene testing and NT$1 million for specific particle radiation therapy, ensuring better treatment options for the public.

In addition, Fubon Insurance continues to promote its “Grandparents as Storytellers” training program, in which grandparents become risk education leaders and accompany children in experiencing the interesting world of risk picture books through storytelling. The program also encourages middle-aged and elderly people who share the same dream to join the ranks of children's risk education advocates.

Fubon Asset Management plans one-stop financial services for the elderly to create a stable retirement cash flow

Fubon Asset Management offers tailored investment strategies and portfolio recommendations for the elderly, assisting investors in developing medium- to long-term financial planning. Fubon Asset Management boasts a comprehensive product lineup, with fund products covering various asset classes across the five continents, regions, individual countries, and industries. Investors can achieve their investment objectives through a one-stop service at Fubon Asset Management, meeting the diverse financial needs of all types of investors. For example, low-volatility multi-asset allocation funds, various Taiwan stock market-based ETFs, and high-dividend ETFs allow investors to tailor financial solutions aligned with their risk tolerance and financial requirements, thereby planning for future cash flow needs after retirement.

In addition, Fubon Asset Management had professionals available at the exhibition site to promptly address public inquiries. They also promoted the scanning of QR Codes to join the official Fubon Asset Management membership program, enabling the public to access ongoing financial information and services through the Fubon Asset Management online platform, both during and after the exhibition events.

【2025 Health Aging Tech Show Event Information】

Event date: Friday, August 8 to Sunday, August 10, 2025

Exhibition venue: Taipei World Trade Center Exhibition Hall 1

Fubon Financial Holdings Booth Number: Financial Security Zone - D208

Event website: https://expo.taiwan-healthcare.org/visit-website/homepage