Looking for information about Sun Life and our affiliated companies in your area? Select your country below to travel to a website for information specific to your region.
Portfolio Rebalancing is a feature that provides for automatic rebalancing of up to eighteen Sub-Accounts in the account on a periodic basis (monthly, quarterly, or annually). The feature is similar to the Asset Allocation Program, but with Portfolio Rebalancing, your client is selecting the Sub-Accounts and percentages to maintain over the course of time.
Portfolio Rebalancing does not assure a profit and does not protect against a loss in declining markets. The value of the Sub-Accounts will fluctuate with market conditions and, when redeemed, may be with more or less than the original value.
SLB-2854 0520 Exp. 0522