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Transcript
INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title Seeking retirement income Growing your savings Planning your legacy What are segregated funds? STOCKS BONDS SECURITIES Nearing retirement Business owners People looking for growth and security AGENDA GUARANTEES GROWTH ADDITIONAL FEATURES GUARANTEES REDUCING RISK Maturity benefit guarantee Death benefit guarantee Income guarantee REDUCING RISK Maturity & death benefit guarantees 75% or 100% of the premiums invested* * Reduced proportionately for withdrawals REDUCING RISK Income guarantee LIFETIME GUARANTEED INCOME GROWTH INVESTMENT GROWTH Fund selection According to risk tolerance Resets Client initiated and automatic 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 Consider Sun Life Guaranteed Investment Funds (GIFs) Talk to me about how Sun Life GIFs can help meet your investment needs and goals. Learn more at www.sunlifegifs.ca THANK YOU! QUESTIONS? 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.