Sunlife mutual fund invest and fly... Just invest 500,000 (5 years lock in) and get free ticket to Hong Kong..
Sun Dollar Maximizer (US-China-Gold/Bond) **limited offer only!
Sun Dollar Maximizer (US-China-Gold/Bond) or Sun Dollar Maximizer (UCG) is a “limited-offer” single premium protection and investment product that gives your client the opportunity to take advantage of the potential recovery of the US market, the strengthening economy of China, the steady increase in the value of Gold, and the safety net offered by US Treasuries -- all rolled into one great product!
It is a US dollar-denominated, investment-linked insurance product that matures after seven (7) years. The premiums paid shall be invested in a Structured Note linked to a diversified mix of global assets which may potentially increase the value of one’s investment while protecting the capital from losses.
Here are the distinct advantages of Sun Dollar Maximizer (UCG):
Exposure in a Diversified Mix of Global Assets
The premiums shall be invested in US and China-centric indices, a Gold Exchange-Traded Fund (Gold ETF), and a US government bond index, assets that have shown stronger potential for future growth and which may be difficult to invest in as an individual client.
Guaranteed Life Insurance Coverage
Gives added financial security by protecting the life of the insured for the entire duration of the policy, with coverage amounting to at least 125% of the single payment. For policies issued under the Guaranteed Insurability Offer (GIO), the amount of coverage shall be limited to the fund value plus charges in case of the insured’s death within the first 2 years from policy effective date, except if due to accident.
100% Capital Protection*
Assures that the single premium shall be returned in full at the end of the seven-year holding period, regardless of market performance.
*The guarantee on capital protection is dependent on the ability of the Note issuer to perform its obligations. Sun Dollar Maximizer (UCG)’s note is issued by Citigroup Funding Inc.
Unique "Best of Profile" Feature that Boosts Potential Returns
A first-of-its-kind in the market, the product boosts the returns of one’s investment because embedded in the product is the “best of profile, look-back” feature where the gains shall be based on the asset portfolio with the highest average quarterly performance after the seven-year period.
Guarantees approval of the policy application up to a certain amount, age, and other limits under the guaranteed insurability offer, open even to selected non-Filipino citizens.