introduction to segregated funds presenter name presenter title

INTRODUCTION TO SEGREGATED FUNDS

Presenter namePresenter title

Growing your savings

Seeking retirement income

Planning your legacy

What are segregated funds?STOCKSBONDS

SECURITIES

Business owners People looking for growth and security

Nearing retirement

GUARANTEES

AGENDA

GROWTH

ADDITIONAL FEATURES

GUARANTEES

REDUCING RISK

Death benefit guarantee

Maturity benefit guarantee

Income guarantee

REDUCING RISK

75% or 100%of the premiums invested*

Maturity & death benefit guarantees

* Reduced proportionately for withdrawals

REDUCING RISK

Income guarantee

LIFETIME

GUARANTEED

INCOME

GROWTH

INVESTMENT GROWTH

ResetsClient initiated and automatic

Fund selection According to risk tolerance

ADDITIONAL FEATURES

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.

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.

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)

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.

QUESTIONS?