In line with its efforts to help clients further enhance their investments, Sun Life Financial brings back Sun Dollar Maximizer, an investment-linked life insurance product that provides protection for up to seven years, while boosting the dollar’s earning power.
Now backed by new assets, Sun Dollar Maximizer allows a client to take advantage of global investment opportunities and also provides access to world-class fund managers.
Sun Dollar Maximizer adopts the Deutsche Bank (DB) World Titans Strategy which allows a tactical asset allocation approach between global bonds, equities, cash, and commodities, depending on changing market conditions. This ensures a balanced growth environment for the client’s investment.
As the client enjoys all these features, he can be confident that his capital is protected. This is because regardless of fund performance, he will receive at least his full single premium by the end of the seven-year holding period (subject to the absence of the note issuer default, a credit event on The Republic of the Philippines, or other similar factors).
“Sun Life recognizes that our experienced investors are eager to diversify their dollar assets, and so we’re offering another alternative to meet their wealth management preferences,” said Chief Marketing Officer Mylene Lopa. “With the Sun Dollar Maximizer (World Titans), they can protect their loved ones, and also ensure that their future is financially secure by optimizing their dollar investment.”