Sun Life Financial launches new investment-linked Dollar Maximizer

MANILA, Philippines - Starting July 23, Sun Life Financial-Philippines opens a second offering of Sun Dollar Maximizer (US-China-Gold/Bond), after the successful offerings of the financial product that allows investors to maximize potential earnings from global markets without the fear of losing their capital.

Sun Life Financial-Philippines president and chef executive officer Riza Mantaring said that two versions, each having a different asset composition, and both were well-received by the market.

“Since very few investment-linked insurance products nowadays offer 100-percent capital protection while providing an upside on global investing, we decided to offer another tranche of Sun Dollar Maximizer (UCG),” Mantaring added.

Sun Dollar Maximizer (UCG), is a limited-offer, single-pay protection and investment product that gives clients the opportunity to enjoy potential earnings from a diversified mix of high-growth assets composed of US and China-centric indices, a Gold exchange-traded fund, and a US government bond index.

These chosen assets allows them to take advantage of the potential recovery of the US market, the high-growth rate of China, the increasing value of Gold, and the safety offered by US Treasuries – all in one product!

What’s more, clients can enjoy insurance coverage equivalent to at least 125 percent of their single premium, without undergoing any medical examination through the Guaranteed Insurability Offer, as long as they meet the other conditions.

The product utilizes a “Best of Profile, Look-Back” investment strategy that allows the policy owners to participate in the earnings of the asset profile with the highest average quarterly performance at the end of the seven-year period.

“Sun Life continues to enhance its product portfolio so clients can expect more products like the Sun Dollar Maximizer that allows them to take advantage of market opportunities,“ Mantaring adds.