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Products & features

 
 
 

Sun Secured Advantage – discontinued availability of 5% Roll-Up II

Effective January 7th, 2013 the 5% Roll-Up II Accelerated Contract Payment Liability option is no longer available for new contracts in Sun Life Financial Investments (Bermuda) Ltd.'s Sun Secured Advantage product.

5% Roll-Up II

The 5% Roll-Up II option is equal to each investment into the account accumulated at a rate of 5% annually from the date of investment, adjusted for withdrawals. Accumulation stops at the first day of the month following the oldest Designated Participant's 80th birthday or when the 200% maximum benefit is reached, whichever comes first.

Basic ACPL is required if the 5% Roll-Up II option is selected. 5% Roll-Up II is available for an additional charge1.

SLB-2850 0520 Exp. 0522

Wealth transfer benefits

 


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