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The Secured 4% Roll-Up option provides each investment into the account accumulated at a rate of 4% 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.
Secured Wealth Transfer is required if the Secured 4% Roll-Up option is selected. Secured 4% Roll-Up is available for an additional charge1.
1For additional information and further definition of terms please see the Sun Secured Advantage Plus Offering.