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Vision

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

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 Option1 and Change of Insured Option1 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

Mrs. A plans to leave her legacy to future generations. Vision, which offers up to 120 years of coverage, not only serves her purpose of wealth accumulation for her future generations to come, its Change of Coverage Option1 and Change of Insured Option1 also give her flexibility in legacy planning.

Sun Life Vision Case A Profile

Assume Cash Payment is selected for receiving the Monthly Coupon, the projected total return of the policy at 120th policy year at maturity:

Sun Life Vision Case A Total Return

The above diagram is for illustrative purpose only, please refer to product brochure and sample policy document for details.

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 Option1 and Change of Insured Option1 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

Mrs. B plans to build financial reserve to safeguard her beloved kids and family members. Vision, which offers up to 120 years of coverage, not only serves her purpose of wealth accumulation for her future generations to come, its Change of Coverage Option1 and Change of Insured Option1 also give her flexibility in financial planning.

Sun Life Vision Case B Profile

Assume Cash Payment is selected for receiving the Monthly Coupon, the projected total return of policy at 120th policy year at maturity:

Sun Life Vision Case B total return

The above diagram is for illustrative purpose only, please refer to product brochure and sample policy document for details.

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 Option1 and Change of Insured Option1 when necessary, offering you flexibility in financial planning

Mr. C is a young and energetic individual who is working hard to start up his own business and retire early. As Vision guarantees a stable monthly income starting from the 2nd policy year, Mr. C wants to leverage the plan to save part of his savings from work while growing the capitals for his business and retirement purpose.

Sun Life Vision Case C Profile

Assume Cash Payment is selected for receiving the Monthly Coupon, the projected total return of policy at Mr. C age 120:

Sun Life Vision Case C total return

The above diagram is for illustrative purpose only, please refer to product brochure and sample policy document for details.

  1. 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.
  2. The Guaranteed Saving Amount is used to calculate premium, Guaranteed Monthly Coupon and other relevant policy values. It is not equivalent to the Death Benefit payable upon the death of the Designated Insured. Designated Insured refers to the insured whose death the Death Benefit is payable.  If your chosen Coverage is Single Life, the Designated Insured is the Insured. If your chosen Coverage is Joint Life, the Designated Insured is the Last Surviving Insured.
  3. The Non-guaranteed Monthly Coupon, Reversionary Bonus and Terminal Bonus are non-guaranteed and is subject to change from time to time at Sun Life’s sole discretion. They may vary based on the performance of a number of experience factors, with the investment return normally being the main determinant. Other factors include, but not limited to, claim experience, policy expenses, taxes, and policy owner termination experience.

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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