Sun Phoenix Endowment Plan

Sun Phoenix Endowment Plan is a USD-denominated non-participating savings plan that provides you with a guaranteed return of 2.6% per annum upon policy maturity along with life protection, allowing you and your family to pursue your dreams.

Highlights︰

  1. Guaranteed annualized return2 of 2.6% per annum upon policy maturity
  2. Brief premium payment term to suit your personal needs
  3. Worry-free application process with guaranteed acceptance1
  4. Emergency relief anytime, anywhere with our free Worldwide Emergency Assistance Benefit3

Remarks︰

  1. The availability of this basic plan is limited. Sun Life Hong Kong Limited reserves the right to withdraw the offer of this basic plan without prior notice. The receipt of premium by Sun Life Hong Kong Limited does not represent the acceptance of your application for this basic plan. At any time during the approval process of your application, Sun Life Hong Kong Limited may withdraw the offer of this basic plan without prior notice; or if the application is declined, the amount of premium paid at the time of application will be refunded without any interest in your payment currency.
  2. The guaranteed annualized return is based on the condition that you hold this policy until maturity. In the event of surrender and/ or partial withdrawal before maturity, you may suffer substantial losses; the cash value you receive may be less than the premium paid.
  3. The Worldwide Emergency Assistance Benefit is provided by a third party company, Inter Partner Assistance Hong Kong Limited. This benefit is not guaranteed to be renewable. Please refer to a sample endorsement, which will be provided upon request, for details including definitions, full terms and conditions, and exclusions.

The above information is a product summary only, please contact your Advisor for details. Please refer to the respective product brochure and Policy Document for details, including definitions, full terms and conditions, and exclusions. If there is any conflict between the Policy Document and this product summary, the Policy Document shall prevail.

Download product brochure of Sun Phoenix Endowment Plan.


Question? Request to talk to an advisor

You will be entitled to Starbucks Gift Certificate (valued at HK$25) if successfully completes a financial health check, which refers to submission of a Sun Life’s financial needs analysis (iPad FNA App) via Sun Life advisor (subject to terms and conditions).

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