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Vision

Vision

Vision is a participating insurance plan that provides stable monthly income and allows you to plan for a simple and effective legacy succession.

There is a premium reduction for Vision in 2 years of premium payment term with limited quota1. Contact your advisor now and enjoy the fabulous offer! 

Highlights:

Sun Life Vision for legacy planner

Financial goal:
To accumulate wealth stably with security for legacy planning

How can Vision help you?

Sun Life Vision feature 1 icon, pass your wealth to future generations Sun Life Vision feature 1 icon, pass your wealth to future generations

This plan allows you to exercise Change of Coverage Option2 and Change of Insured Option2 when necessary, giving you flexibility in legacy planning

Sun Life Vision feature 2 icon, stable monthly income Sun Life Vision feature 2 icon, stable monthly income

The plan provides stable monthly income starting from the beginning of the 2nd policy year, not only serve the purpose of wealth accumulation, it also brings a steady stream of cash flow for settling your retirement expenses and giving you peace of mind in retirement

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan offers a flexible suite of premium payment options to uplift your flexibility in legacy planning

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan offers Premium Suspension Option3 for flexible contributions during difficult financial situations

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan ensures your policy will endure beyond your lifetime by exercising the Designation of Contingent Policy Owner Option4

Sun Life Vision for family builder

Financial goal:
To reserve sufficient financial reserve for safeguarding beloved kids and family members

How can Vision help you?

Sun Life Vision feature 1 icon, pass your wealth to future generations Sun Life Vision feature 1 icon, pass your wealth to future generations

This plan takes care your needs when starting a family, it allows you to exercise Change of Coverage Option2 and Change of Insured Option2 when necessary, offering you flexibility in financial planning

Sun Life Vision feature 2 icon, stable monthly income Sun Life Vision feature 2 icon, stable monthly income

The plan provides stable monthly income starting from the beginning of the 2nd policy year, not only serve the purpose of wealth accumulation, it offers a steady stream of cash flow for settling household expenses as well as adding up protection for you and your family members

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

Understand the huge family expenses, this plan offers up to 10 years premium payment term to release the premium payment burden and uplift your flexibility in legacy planning

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan offers Premium Suspension Option3 for flexible contributions during difficult financial situations

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan ensures your policy will endure beyond your lifetime by exercising the Designation of Contingent Policy Owner Option4

Sun Life Vision for career starter

Financial goal:

To accumulate capital for capturing career opportunities as well as adding protection to oneself

How can Vision help you?

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

Understand youngsters might not have sufficient funds, this plan offers up to 10 years premium payment term to release the premium payment burden and uplift your flexibility in legacy planning

Sun Life Vision feature 2 icon, stable monthly income Sun Life Vision feature 2 icon, stable monthly income

The plan provides stable monthly income starting from the beginning of the 2nd policy year, not only serve the purpose of wealth accumulation, it offers a steady stream of cash flow for achieving your career aspiration as well as adding up protection for yourself

Sun Life Vision feature 1 icon, pass your wealth to future generations Sun Life Vision feature 1 icon, pass your wealth to future generations

This plan take cares your needs when starting a family, it allows you to exercise Change of Coverage Option2 and Change of Insured Option2 when necessary, offering you flexibility in financial planning

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan offers Premium Suspension Option3 for flexible contributions during difficult financial situations

Sun Life Vision feature 3 icon, 3 premium payment terms Sun Life Vision feature 3 icon, 3 premium payment terms

The plan ensures your policy will endure beyond your lifetime by exercising the Designation of Contingent Policy Owner Option4

Limited Time Offer

Enjoy 2% premium rebate for Vision (2-Pay)

From now to March 31, 2023

If you successfully apply for Vision (2-Pay) with a minimum AFYP of USD12,500, you will be entitled to 2% premium rebate on AFYP!

 

The offer is subject to terms and conditions. Details please download and refer to the promotion leaflet.

Talk to our Advisor

Download promotion leaflet

Catch the limited time offer for HK$100 gourmet voucher

By March 31, 2023,

1) Meet with one of our appointed advisors after submitting the enquiry form below and

2) Complete the eFNA

You will have the chance to receive a HK$100 gourmet voucher!

Meet up now


*Offer is subject to terms and conditions. First come, first served basis is applied.

The following terms and conditions apply to the offers (“Offers”) during January 1, 2023 to March 31, 2023, both days inclusive (“Promotion Period”). By participating in the Offers, the participants understand and expressly agree to be bound by these terms and conditions.

a. The gourmet voucher is only available during the Promotion Period stated above. Participation outside the Promotion Period is not eligible.

b. The financial advisors and existing clients of Sun Life Hong Kong Limited (“Sun Life”) are not eligible.

c. Participants need to complete all aforementioned steps in order to participate (“Eligible participants”).

d. The gourmet voucher is provided by Starbucks and ParknShop; Sun Life is not the supplier of the gourmet voucher (“Gifts”). Any enquiry or complaint for the quality related to the redemption and use of the Gifts should be directed to the relevant service provider or other third parties. Sun Life shall assume no liability in respect thereof. The service provider is solely responsible for all service offered to participants.

e. No transfer, assignment, cash redemption or substitution of Gifts by participants is permitted. Sun Life, may at its sole discretion, reserves the right to substitute the Gifts (or part of the Gifts) with an alternative Gift with the equal monetary value and/or specification.

f.  The redemption and use of the Gifts shall be subject to the terms of conditions of the voucher / service provider.

g.  If for any reason the Offers are not capable of running as planned, due to an event of force majeure or any other cause outside Sun Life reasonable control, Sun Life reserves the right, at its sole discretion, to cancel, terminate, modify, or suspend the Offers or relevant events without prior notice.

h. Gifts will be given out in a first come, first served basis, maximum 2,000 Eligible participants, each is entitled to enjoy once.

i.  Eligible participants will be contacted by email or SMS for gourmet voucher redemption within one month after participation upon the completion of all aforementioned steps.

j.  Sun Life reserves the right to amend the above terms and conditions without prior notice. In case of any dispute arising from this Offers, the decision of Sun Life shall be final and conclusive.

k. These terms and conditions are governed by the laws of Hong Kong.

  1. The availability of the premium reduction for 2 years premium payment term of this plan is subject to a quota limit (“Limited Offer”). The premium reduction is calculated based on the same Guaranteed Saving Amount for 2 year premium payment term of this plan before applying the Limited Offer. Sun Life Hong Kong Limited (“Sun Life”) reserves the right to withdraw the Limited Offer without prior notice. The receipt of premium by Sun Life does not represent the acceptance of your application for the Limited Offer. If the application is declined, the amount of premium paid at the time of application will be refunded without any interest.
  2. The Change of Coverage Option and Change of Insured Option are subject to the prescribed conditions set out in the policy provisions are fulfilled. Please refer to sample policy provisions for details.
  3. The Premium Suspension Option is only applicable to the Vision policy with premium payment term of 5 or 10 years. The Premium Suspension Option is subject to the prescribed conditions set out in the policy provisions, the then current administrative rules, any other requirements, and the approval of Sun Life.
  4. The Designation of Contingent Policy Owner Option is subject to the prescribed conditions set out in the policy provisions, the then current administrative rules, underwriting rules, any other requirements, and the approval of Sun Life.

 

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

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