Secured Maximum Anniversary Value (MAV)

Protecting prior investment gains during a market downturn, the optional Secured Maximum Anniversary Value is equal to the highest Account Anniversary Value prior to the oldest Designated Participant's 81st birthday, adjusted for subsequent Investments and withdrawals after the anniversary with the highest account value, up to a maximum of 200% of Investments.

Secured Wealth Transfer is required if the MAV option is selected. MAV is available for an additional charge1.

1For additional information and further definition of terms please see the Sun Secured Advantage Plus Offering.

Secured Wealth Transfer Programs

Secured Wealth Transfer

Secured 4% Roll-Up

 


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