Post on 19-Jan-2016
INTRODUCTION TO SEGREGATED FUNDS
Presenter namePresenter title
Growing your savings
Seeking retirement income
Planning your legacy
What are segregated funds?STOCKSBONDS
SECURITIES
Business owners People looking for growth and security
Nearing retirement
GUARANTEES
AGENDA
GROWTH
ADDITIONAL FEATURES
GUARANTEES
REDUCING RISK
Death benefit guarantee
Maturity benefit guarantee
Income guarantee
REDUCING RISK
75% or 100%of the premiums invested*
Maturity & death benefit guarantees
* Reduced proportionately for withdrawals
REDUCING RISK
Income guarantee
LIFETIME
GUARANTEED
INCOME
GROWTH
INVESTMENT GROWTH
ResetsClient initiated and automatic
Fund selection According to risk tolerance
ADDITIONAL FEATURES
INSURANCE ADVANTAGES
Named beneficiaries
Bypass of probate and other fees
Potential creditor protection
Flexibility to access money at any time*
*Withdrawals will reduce the maturity and death benefit guarantees as well as future lifetime guaranteed income.
SUMMARY
With segregated fund contracts, you can:
Save for the future with the added protection of guarantees,
Protect yourself from outliving your money in retirement,
Maximize growth potential for your beneficiaries, and
Choose flexible investment options.
NEXT STEPS
Talk to me about how Sun Life GIFs can help meet your investment needs and goals.
Learn more at www.sunlifegifs.ca
Consider Sun Life Guaranteed Investment Funds (GIFs)
THANK YOU!
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.
Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies.
© Sun Life Assurance Company of Canada, 2015.
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