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Presentation transcript:

INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

Growing your savings Seeking retirement income Planning your legacy

What are segregated funds? STOCKS BONDS 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 Resets Client 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 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, QUESTIONS?