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Sun GIF Solutions Estate Heritage Series offers the opportunity to grow and protect investments you may have set aside, specifically to pass on to your next generation. With its 100% death benefit guarantee (DBG), it ensures that 100% of your deposits or the current market value (whichever is higher) will be distributed to your beneficiaries.
The Estate Heritage Series is an option if you are between the ages of 81-85, allowing you to invest in a selection of funds at a risk level appropriate for you.
Helping you provide for the next generation.
Benefits Include:
100% death benefit guarantee - greater of the death benefit guarantee (100% of the deposits) or the current market value. *
Access to money - You have potential access to money if needed. **
Deposits at older ages – the ability to make deposits between the ages of 81 to 85 (up to December31st, age 85).
Partnering with world-class asset manager, MFS1 Investment Management and their over 100 years of investment management experience, we have created our Sun GIF Solutions MFS Diversified Conservative Balanced fund.
Control over legacy settlement - You can choose how you'd like us to pay the death benefit to your beneficiaries. We can do this as a lump sum payment or guaranteed payments that can last for the life of your beneficiary(s). (810-4532 Simplifying family dynamics with the legacy settlement option)
Potential to grow your investment - You can choose from a selection of conservative fund options, at a risk level appropriate to you, while still offering potential to grow your investments.
Access to high quality fund managers - Make the most of the investment expertise of leading global portfolio managers
Estate Planning benefits – helping preserve more of your assets for your loved ones, by avoiding some of the costs that are associated with settling an estate.
*Withdrawals affect the value of contract guarantees.
More Fund Information and Investment Options
For more information on the segregated funds, vist Prices and Performance
For more support materials, please visit Segregated funds marketing
1MFS Investment Managers are sub-advisors for the underlying mutual funds held within the Sun GIF Solutions MFS Diversified Strategies
*Withdrawals affect the value of contract guarantees. See the Sun GIF Solutions Information folders & contracts and supplements for more information.