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the bright guide
Educational Fund
1. Sun Maxilink Bright
Sun MaxiLink Bright is is an investment-linked life insurance plan that helps you prepare for your child’s education needs. Alongside the insurance coverage it provides, Sun MaxiLink Bright offers investment options that will allow your money to grow over time. It enables you to build funds for at least 5 years and offers you an option to even add more into what you have initially saved for better growth potential. This can help meet your child’s school expenses no matter what happens.
Key Features:
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LIFE INSURANCE PROTECTION
*Guaranteed life insurance protection equivalent to at least twice your plan’s Face Amount.
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FUNDS FOR FUTURE NEEDS
*Build funds for your child's education, a comfortable retirement, or an important life milestone. In case of an emergency, money comes in handy via a partial fund withdrawal.
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LIMITED PAY PERIOD
*Payable in 5 years in monthly/quarterly/semi annual/annual terms. You may also opt to increase your fund’s value through top-ups or excess payments on top of your regular premium.
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AVAILABLE RIDERS:
*Accidental Death Benefit, Accidental Death, Dismemberment, and Disablement Benefit, Total Disability Benefit, Critical Illness Benefit, Hospital Income Benefit, Waiver of Premium Upon Death / Waiver of Premium upon Death or Disability for child insured.
***If you want a bigger coverage, you just simply need to increase your monthly /annual investment to increase your insurance coverage and fund value.
2. Sun Dream Achiever
Sun Dream Achiever is a life insurance and savings plan that is designed to address specifically your child’s education needs. It provides protection while you save for your child’s future education expenses and increasing guaranteed cash benefits to ensure your child can still continue his education no matter what happens.
Key Features:
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LIFE INSURANCE COVERAGE
Enjoy maximum life coverage that protects the life of the insured Parent or Payor for the entire duration of the policy. With this, your children can pursue their education and fulfill the dreams you yearn for them no matter what happens.
You may also add supplemental benefits or riders to provide additional protection for contingencies such as accidents and disability.
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GUARANTEED EDUCATION BENEFITS
Secure your loved one’s future through guaranteed cash benefit which can be used to boost your fund for your child’s education. This provides four (4) annual cash payouts that increase by 15% every year regardless of school or course chosen. Total cash benefit is equal to 100% of the insurance coverage.
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FLEXIBLE PREMIUM PAYMENT
Make payment more convenient depending on your goals. You may choose to pay your premiums annually, semi-annually or quarterly for 5 years only. Monthly payment through Auto-Debit or Auto-Charge may also be arranged after payment of the initial quarterly premium.
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FLEXIBLE CASH PAYOUT OPTIONS
With our “Flexible Cash Payout” feature, you may choose when the cash payout will start – from 12 to 17 years after policy effective date. You may use the cash payouts as education stipends when your child enters college.
***Details sourced from the official website of Sun Life Financial Philippines: www.sunlife.com.ph
JOANNA SALAYO
Your Licensed Sun Life Financial Advisor
for Life
WALK IN
Laurelwood New Business Office
2/F ACE Bldg., 101 Rada St.
Legaspi Vill., Makati City
