Sun Protect GIF
Investors can safeguard what they have today and grow their savings for tomorrow with Sun Protect Guaranteed Investment Fund (GIF).
Benefits of Sun Protect GIF
100% maturity guarantee available1
Deposits made in the first year are 100% guaranteed. Deposits made on or after the first anniversary date have a 75% maturity guarantee. The maturity benefit date is 15 years from the initial deposit or most recent reset date.
100% death benefit guarantee1
The death benefit paid is 100% of deposits and is the greater of the death benefit guarantee or the current market value upon the death of the annuitant.
The maturity guarantee can be reset up to four times per calendar year up to age 80, allowing investors to lock-in market growth. The death benefit guarantee is automatically reset annually up to age 80 if the market value increases.
Diverse leading fund companies
Investors can choose to hold up to 100% in equity funds and choose from approximately 20 funds. They also benefit from the investment expertise of leading global portfolio managers.
Start the conversation
Talk to Clients about their savings and retirement goals. Then explain how Sun Protect GIF can help them reach those goals, with the highest level of guarantees available.2
- Explain how Sun Protect GIF can safeguard your investments and help you save toward a particular long-term goal.
- Sun Protect GIF lets you invest confidently knowing you're protected with guarantees.
- Sun Protect GIF paves the way for you to reach your destination and secure your savings.
- Financial decisions don't have to be overwhelming. With Sun Protect GIF and my guidance along the way, you can follow a path toward lifetime financial security.
Recommending a solution to Clients
While Clients want growth in their investments, they're also concerned about market volatility. For an advisor, balancing these concerns can be challenging. Sun Protect GIF helps you show Clients how they can benefit from equity growth with the protection of principal guarantees.
LIFE STAGE NEED
SUN PROTECT GIF
Building for the future - I want to grow and protect my savings and investments.
Getting ready for retirement - I have a specific investment timeline or goal in mind.
In retirement - I'm retired (semi-retired). My savings, investments and pension(s) cover my basic lifestyle needs.
Legacy - I want reassurance that the beneficiaries I've chosen will receive my assets.
1 Withdrawals impact the value of contract guarantees.
2 Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.
- Sales process tips and reminders
- Private Client
- Contract structure guide
Run an illustration
Mail or fax applications/forms to:
Sun Life Assurance Company
30 Adelaide Street East, Suite 1
Toronto, ON M5C 3G9
Toll free phone: 1-844-753-4437
For help completing the applications, please see the Sales process tips and reminders.