Wealth Transfer Programs

Protecting assets is always important, but as life evolves, the need to build and leave a financial legacy is even greater. Sun Life Financial International (Bermuda) may have the solutions to help guarantee your client’s legacy. With our optional Secured Wealth Transfer programs, heirs will never receive less than the original investment. We protect your client’s investment at a minimum, with enhanced options that provide growth opportunities.

Secured Wealth Transfer

Secured 4% Roll-Up

Secured Maximum Anniversary Value

 

 


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