Sun Dollar Maximizer is an investment-linked insurance plan that lets you tap global investment opportunities without the fear of losing your capital

Sun Dollar Maximizer (PriMO) is an investment-linked life insurance plan that provides protection for 7 years and enables your US Dollars to benefit from global investment opportunities without the fear of losing your capital.  

Benefits of Sun Dollar Maximizer (PriMO):

  • Life insurance coverage

    Secure your loved ones’ future with guaranteed life insurance protection equivalent to at least 125% of your one-time premium payment.

  • Maximized earning potential amid market changes

    Earn potential gains while protecting your funds during unfavorable market conditions by investing in a Credit Linked Note that taps into the performance of the Goldman Sachs Prime Momentum Optimization Strategy (GS PriMO), a transparent and systematic strategy that provides access to a wide range of global asset classes.

  • Annual Income payouts and capital protection

    Enjoy ANNUAL INCOME PAYOUTS for six years and receive at least your FULL SINGLE PREMIUM at the end of the seven-year holding period.

  • Guaranteed acceptance

    Experience hassle-free application and policy approval through the Guaranteed Insurability Offer, subject to the limits of Sun Life.

NOTE: The information indicated above is subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract. As an investment-linked product, the policy owner must understand that the product may be subject to investment risks which could affect the value of the policy.

Capital protection and continuity of income payouts are dependent on the creditworthiness of the Note Issuer and the Republic of the Philippines.

This product, which is linked to the GS Prime Momentum Optimization Strategy, is a financial solution for clients with risk tolerance classified as moderate to aggressive and who are willing and able to accept risks of adverse movements in the underlying instruments and other risks described in the proposal illustration, policy contract, and marketing collateral. This product is not intended for all and may be more suitable for experienced and sophisticated clients.

*For policies issued under the Guaranteed Insurability Offer, coverage shall be limited to the Fund Value plus charges paid, in case of the insured’s death within the first 2 years from policy effective date, except if death is due to accident.

 

Sun Dollar Maximizer (PriMO) is suitable for those belonging to the following life stages:

Preparing Ahead

Preparing Ahead

Nurturing my health and wealth.

Leaving a Legacy

Leaving a Legacy

Ensuring lasting golden years.