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What is SunWise Elite Plus?
SunWise Elite Plus, is a family of segregated funds, which are investments that combine the growth potential of mutual funds with the protective features of an insurance contract. The contracts are issued by Sun Life Financial, a leading international financial services organization.
SunWise Elite’s key features are principal protection guarantees that can preserve your assets for you and your loved ones. You can protect the growth of your money by locking in your investment gains. And, with SunWise Elite, you invest in your choice of more than 50 funds, from income to global equity.
SunWise Elite Plus is a new optional Guaranteed Minimum Withdrawal Benefit rider, that can provide a secure annual income, guaranteed for life of up to 5% of your deposits at age 65 * For those who need income before age 65, you’re guaranteed a return of your principal over 20 years – regardless of market performance.* With both options, the guaranteed amount may increase, if your investments perform well. In the years before retirement, a 5% annual bonus helps you to build your guaranteed income so you can reach your retirement goals.
Why SunWise Elite Plus?
If you’re saving and investing for retirement or some other goal, you know there’s a lot of uncertainty.
You may be asking questions like:
> How do I protect my retirement income from market volatility?
> How can I draw an income and grow my money at the same time?
> How do I maintain my standard of living over 30 years?
> How can I be certain I won’t outlive my money? |
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You can find the answers, with SunWise Elite Plus.
The importance of professional advice
How much will you need for retirement? It’s a challenge to figure out, because you need to estimate what your expenses and income will be in retirement, as well as make some assumptions about inflation and your future investment returns.
That’s why SunWise Elite is only distributed through licensed advisors. We believe you benefit from the expert advice of a financial professional. Your advisor can help you develop a savings and investment plan that’s appropriate for you, and show you how SunWise Elite can help you to meet your goals.
Why CSIA?
We at Creative Solutions have been in the financial services industry for over 42 years. We have been through several economic downturns and a few "bull" runs. More importantly we understand the pain, fears and aspirations on those approaching retirement. We are a family business working with families and small businesses.
The Devil is in the Detail. . . Tell me more
Hear enough, call me. . .
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Sunwise Elite Plus - A Solution