Sun Dollar Maximizer (World Titans) **Limited Offer Only!
Sun Dollar Maximizer is back to provide you access to high-quality global assets and allow your investment to flexibly adapt to market changes!
Sun Dollar Maximizer (World Titans) is an investment-linked life insurance product that goes beyond the usual boundaries of dollar investments. It provides life insurance protection for 7 years and boosts the potential of your dollars by investing in a dynamically balanced portfolio of global assets without the fear of losing your capital.
Life Insurance Protection1
Secure your loved ones’ future with guaranteed life insurance protection equivalent to at least 125% of the Single Premium.
Exposure to Dynamically Balanced Global Assets
Build up your funds and attain a balanced portfolio by investing in a credit linked Note that taps into the performance of the Deutsche Bank (DB) World Titans Strategy – a dynamic allocation approach between global bonds, equities, cash and commodities based on changing market conditions and the credit worthiness of the Republic of the Philippines. The underlying strategy may have tactical allocations to US, Europe, China and Emerging Markets that may provide potential gains on your investment.
Attain peace of mind knowing you will receive at least your FULL SINGLE PREMIUM at the end of the 7-year holding period regardless of fund performance, subject to the absence of the note issuer default, a credit event on the Republic of Philippines or other similar factors.
Professional Investment Management
As you participate in the performance of DB World Titans Strategy, you gain access to world-class fund managers.
Guaranteed Issue Offer
Experience hassle-free application and policy approval through the Guaranteed Insurability Offer, subject to the limits of Sun Life
Sun FlexiLink Assist
Sun FlexiLink Assist is an insurance package that provides you with a complete suite of life, accident, disability and health protection benefits, with potential for wealth accumulation.
It gives you comprehensive health benefits which lessen the burden of medical expenses. Its protection benefits let you worry less about life’s uncertainties while its investment component gives you the opportunity to build funds for your family’s future needs or for your long-term care requirements when you reach your golden years.
Comprehensive Health Benefits
Be prepared for the possibility of the costly treatment of a critical illness, hospitalization due to illness, accident or intensive care confinement with guaranteed cash benefits regardless of the actual medical expenses. Keep your investment funds intact while the comprehensive health benefits cover your medical expenses.
Guaranteed Life Insurance Protection
Secure your family’s future with life insurance protection that is equal to your policy’s Face Amount plus Fund Value. Your coverage is guaranteed not to fall lower than 500% of your regular premium plus 125% of each excess premium less 125% of each partial withdrawal, if any. Enjoy this benefit for as long as your policy is in-force or until you reach age 88.
Flexible Investment Fund
Select from several investment fund options with historically better yields than traditional savings instruments. Sun Life’s top-notch investment professionals prudently invest a portion of the premiums you pay to maximize the potential growth of your funds. When times get tough, you may use the value of your investment as a contingency fund (through partial withdrawals) or as a health fund in your later years. Or you can use your fund to fulfill your other goals!
Accident and Disability Protection
Receive protection in the event of accidental death and get assurance that your policy premiums will be taken care of in case of total and permanent disability.
Flexible Payment Choices
Choose from easy and flexible payment choices depending on your financial capability. Pay in minimum period of 5, 10 or 20 years and avail of premium holiday option.
Keep your policy active for at least 10 years and receive a Loyalty Bonus! This may be credited to your policy in the form of units at the end of the 10th year and every five years thereafter as long as your policy is in force.
Sun MaxiLink Dollar One
Sun MaxiLink Dollar One is a dollar-denominated, investment-linked life insurance product that lets you boost the value of your dollars by investing into global funds. With NO UPFRONT CHARGES, your dollars are fully invested to achieve the best possible returns while you enjoy financial security and peace of mind with its life insurance coverage*.
With Sun MaxiLink Dollar One, you can reap rewards when you keep your policy active for at least ten (10) years. Starting at the end of the 10th policy anniversary and every five (5) years thereafter, you may receive a Loyalty Bonus** that is currently equal to 2% of the average monthly fund balance of the preceding 5 years.
What’s more, application is hassle-free with its Guaranteed Issue Offer, subject to applicable limits and conditions.
Sun Dollar Maximizer (Emerging Asia) **limited-offer only!
Sun Dollar Maximizer (Emerging Asia) is a single pay, US dollar-denominated, investment-linked insurance product that matures in seven (7) years and allows you to participate in the equities of eight (8) high-growth Emerging Asian economies - China, South Korea, Taiwan, Indonesia, Malaysia, Thailand, Vietnam and the Philippines – without the fear of losing your capital.*
Enhance your dollar’s earning potential through Sun Dollar Maximizer (Emerging Asia):
Diversification through High-Growth Asian Assets
For a minimum of US $8,000, you can seize the world’s bright spots for foreign investments!
The premiums shall be invested in exchange-traded funds of eight (8) Emerging Asian economies - assets that have shown stronger potential for future growth and are difficult to invest in as an individual client.
Guaranteed Life Insurance Coverage
Gives added financial security by protecting the life of the insured with coverage of at least 125% of the single payment. For policies issued under the Guaranteed Insurability Offer (GIO), the amount of coverage shall be limited to the fund value plus charges in case of the insured’s death within the first 2 years from policy effective date, except if due to accident.
100% Capital Protection*
Attain peace of mind knowing that you will receive your FULL single payment at the end of the seven-year period regardless of fund performance.
You need only one good year to maximize returns because of the product’s “Best Performance, Look-Back” feature, where the highest cumulative annual performance within the seven-year period is used to determine the participation on earnings. The product has a Volatility Control Mechanism that cushions the investment downside during times of market fluctuations.
Hassle-free application and policy approval through the guaranteed insurability offer, subject to certain limits.
Seize the bright spots of Asia with Sun Dollar Maximizer (Emerging Asia).
Call your Sun Life Advisor now or contact us through 849-9888 or firstname.lastname@example.org for inquiries.
*Capital protection is subject to the ability of the note issuer to perform its obligations and the absence of a credit event of the Republic of the Philippines.
Sun MaxiLink One
Sun MaxiLink One is a single-pay, peso-denominated, protection and savings product that offers an opportunity for faster accumulation of fund value because it has no initial charges. It provides life insurance coverage* to the insured PLUS the flexibility to choose where your money will be invested, depending on your risk appetite and financial objectives, to maximize your money’s earning potential.
Policies that remain active for at least 10 years shall also be rewarded with a loyalty bonus currently equivalent to 2% of the policy’s average fund for the last 5 years. The loyalty bonus is payable at the end of the 10th year and every 5 years thereafter as long as the policy remains active.
What’s more, Sun MaxiLink One guarantees your acceptance if the single premium is within the age and other limits of the guaranteed issue offer.
The Sun FlexLink is a peso-denominated variable life insurance plan that provides financial protection PLUS the flexibility to choose where your premium payments will be invested. Our top-notch investment professionals will carefully invest a portion of the premiums you pay – so you get the best out of your hard-earned peso.
The Sun FlexiDollar is a dollar-denominated variable life insurance plan that provides financial protection PLUS the flexibility to choose where your premium payments will be invested. Our top-notch investment professionals will carefully invest a portion of the premiums you pay -- so you get the best out of your hard-earned dollar.
Sun FlexiLink1 is a single pay peso denominated variable life insurance plan that provides financial protection PLUS the flexibility to choose where your premium will be invested. Our top-notch investment professionals will carefully invest a portion of the premium you pay – so you get the best out of your hard-earned peso.
Sun FlexiDollar1 is a single pay dollar denominated variable life insurance plan that provides financial protection PLUS the flexibility to choose where your premium will be invested. Our top-notch investment professionals will carefully invest a portion of the premium you pay – so you get the best out of your hard-earned dollar.
Sun MaxiLink Prime
The Sun MaxiLink Prime is a peso denominated variable life insurance plan that provides financial protection PLUS a potential source of savings that can fund future needs like retirement income through its investment earnings. There are 5 funds to choose from where your premium payments will be invested in. These funds are managed actively and prudently by our top-notch investment professionals. Sun MaxiLink Prime is payable for at least 10 years*
Sun MaxiLink Bright
Sun MaxiLink Bright is a peso denominated variable life insurance plan that provides financial protection PLUS a potential source of savings. It enhances your money's growth potential to fund future needs like education through its investment earnings. There are 5 funds to choose from where your premium payments will be invested in. These funds are managed actively and prudently by our top-notch investment professionals. Sun MaxiLink Bright is payable for at least 5 years*
Peso Funds as of 04/26/2017
|Money Market Fund||1.0678|
|MyFuture 2020 Fund||2.5966|
|MyFuture 2025 Fund||2.5997|
|MyFuture 2030 Fund||2.6772|
|MyFuture 2035 Fund||2.7609|
|MyFuture 2040 Fund||2.7910|
|Growth Plus Fund||0.9489|
Dollar Funds as of 04/26/2017
|Dollar Bond Fund||1.9208|
|Sun Dollar Maximizer Fund||1.0484|
|Sun Dollar Maximizer - UCG Fund||1.0557|
|Sun Dollar Maximizer - UCG 2 Fund||1.0181|
|Sun Dollar Maximizer - EA Fund||0.8871|
|Sun Dollar Maximizer - EA 2 Fund||0.8699|
|Global Income Fund||1.0375|
|Global Opportunity Fund||1.0430|
|Sun Dollar Maximizer - WT Fund||0.8656|
These investment funds are specific to variable life insurance contracts and are not considered mutual funds. Life Insurance products are regulated by the Insurance Commission.