introduction to segregated funds presenter name presenter title

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INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

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Page 1: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

INTRODUCTION TO SEGREGATED FUNDS

Presenter namePresenter title

Page 2: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

Growing your savings

Seeking retirement income

Planning your legacy

Page 3: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

What are segregated funds?STOCKSBONDS

SECURITIES

Page 4: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

Business owners People looking for growth and security

Nearing retirement

Page 5: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

GUARANTEES

AGENDA

GROWTH

ADDITIONAL FEATURES

Page 6: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

GUARANTEES

Page 7: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

REDUCING RISK

Death benefit guarantee

Maturity benefit guarantee

Income guarantee

Page 8: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

REDUCING RISK

75% or 100%of the premiums invested*

Maturity & death benefit guarantees

* Reduced proportionately for withdrawals

Page 9: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

REDUCING RISK

Income guarantee

LIFETIME

GUARANTEED

INCOME

Page 10: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

GROWTH

Page 11: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

INVESTMENT GROWTH

ResetsClient initiated and automatic

Fund selection According to risk tolerance

Page 12: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

ADDITIONAL FEATURES

Page 13: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

INSURANCE ADVANTAGES

Named beneficiaries

Bypass of probate and other fees

Potential creditor protection

Flexibility to access money at any time*

*Withdrawals will reduce the maturity and death benefit guarantees as well as future lifetime guaranteed income.

Page 14: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

SUMMARY

With segregated fund contracts, you can:

Save for the future with the added protection of guarantees,

Protect yourself from outliving your money in retirement,

Maximize growth potential for your beneficiaries, and

Choose flexible investment options.

Page 15: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

NEXT STEPS

Talk to me about how Sun Life GIFs can help meet your investment needs and goals.

Learn more at www.sunlifegifs.ca

Consider Sun Life Guaranteed Investment Funds (GIFs)

Page 16: INTRODUCTION TO SEGREGATED FUNDS Presenter name Presenter title

THANK YOU!

Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies.

© Sun Life Assurance Company of Canada, 2015.

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