Download Introduction to segregated funds - Client

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.