Portfolio Stabilizer¹

Sun Secured Advantage Plus Portfolio Stabilizer is an optional program that protects your client's investments in the event of market loss, at program maturity. Guarantees provided by Sun Secured Advantage Plus are fully backed – at the contract level – by the financial strength of its parent company, Sun Life Assurance Company of Canada.

Sun Secured Advantage Plus Portfolio Stabilizer enables your client to:

• Limit account losses without limiting annual return

• Make additional investments during the first year

• Pursue growth opportunities without caps on up-side gains

• Take advantage of a quarterly Step-Up feature to lock-in market growth

• Select Portfolio Stabilizer rate and term

Optional Program Combinations

Select one of these options for an additional fee.  

An account may still experience a loss if negative returns exceed the guaranteed portfolio stabilizer amount at program maturity.

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

²If the 5 year Portfolio Stabilizer is chosen, the default Commission Option will be C.