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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.
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