Sun FlexiDollar
Sun FlexiDollar is a dollar-denominated investment-linked life insurance plan that offers financial security and the flexibility to choose from global investment options. It allows you to grow your hard-earned dollars while preparing for your long-term goals—whether that’s building a bigger retirement fund, securing an education plan for your child, or even supporting their dream to study abroad. With the strength and stability of the US dollar behind your plan, you can maximize the value of your money and create a future that’s both protected and financially empowered.
Benefits:
💛 Life Insurance Coverage
Secure your loved ones’ future with guaranteed life insurance benefit equivalent to at least your plan’s Face Amount, which goes to your family in the event of untimely demise. The amount can be used to help your family in their daily expenses and to ensure that they can still fulfill the dreams you have planned together.
💛 Easy Access To Global Funds
Take advantage of global investment opportunities that can provide higher potential earnings and increase diversification of dollar assets.
💛 Professional Fund Management
Take advantage of Sun Life’s professional fund managers’ investment experience and expertise.
💛 Funds For Future Needs
Build funds for your child’s education, a comfortable retirement, or an important life milestone. In case of emergency, money comes in handy via a partial fund withdrawal.
💛 Manageable Premium Payments
You may opt to increase your fund’s value anytime through top-ups or excess payments on top of your regular premium.
💛 Loyalty Bonus
Keep your policy active for at least 10 years and reap rewards in the form of Loyalty Bonus. The bonus can be used as an additional source of fund to boost your investment or simply to help you achieve your dreams faster. Loyalty bonus is not guaranteed and depends on several factors including the fund’s average monthly balance.
Disclaimer:
The product details, benefits, and features indicated above are provided for general information purposes only. These do not constitute a contract, offer, or financial advice, and are subject to change based on the latest guidelines and underwriting standards set by Sun Life. The actual terms, coverage, and conditions of each plan will be based on the official policy contract issued by Sun Life Philippines.
For complete and up-to-date information, including policy limitations, eligibility requirements, and exact benefit provisions, please consult your licensed Sun Life financial advisor or refer to the official Sun Life brochure and policy documentation. Yellow Umbrella does not guarantee the accuracy or completeness of third-party content and is not liable for any discrepancies or changes made by the provider.
We highly encourage all clients to seek personalized advice before making any financial decisions.
Let’s Talk About Your Future
I’d love to help you get started with the right plan. Book a free, no-obligation consultation and let’s take the first step together.