Le 20 juillet 2020, Placements mondiaux Sun Life (Canada) inc. deviendra Gestion d’actifs PMSL inc. Il nous faudra un certain temps pour actualiser nos sites Web, notre matériel et nos formulaires. Jusqu’à ce que ce soit fait, toutes les références à Placements mondiaux Sun Life (Canada) inc. doivent être interprétées comme Gestion d’actifs PMSL inc. Nous avons aussi regroupé les activités de la Sun Life liées aux fonds communs de placement, aux fonds distincts, aux rentes et aux produits de placement garantis sous la marque collective Placements mondiaux Sun Life.

GIFS

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investor

Protect your savings, take advantage of strong market performance, and lock-in lifetime guaranteed income. Create the legacy you want to leave behind with Sun GIF Solutions.

Benefits of Sun GIF Solutions

One contract for many needs

Sun GIF Solutions is one product for many needs. It combines three different guarantee series in one flexible contract.

Ease of mobility

As needs change, you’ll have the flexibility to move between the Investment, Income, and Estate Series. This allows you to benefit from different guarantee options. You can invest in more than one series at the same time.

Control over legacy settlement

You can choose how you'd like us to pay the death benefit paid to your beneficiaries. We can do this as a one-time payment or guaranteed payments from a payout annuity.

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2-Products-RN-advisor

Sun GIF Solutions illustration tool
Sun GIF Solutions illustration tool
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2-GIF Solutions-main-investor

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investor

Three series that meet your changing financial needs:

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2-GIF Solutions-main-advisor
2-GIF Solutions-main-advisor
META-SEC-LBL-INT
advisor

Start the conversation

Ask Clients about their savings and retirement goals. Then explain how Sun GIF Solutions can meet their financial needs, now and in retirement. Play the Sun GIF Solutions video to show them it's a solution that's easy to understand, provides flexibility and guarantees. Then have a conversation guided by the following questions:

Talking points:

  • How are you saving for a long-term goal or for retirement?
  • Do you regularly contribute to your savings?
  • Are you interested in investment options that provide lifetime guaranteed income with flexibility?
  • What do you know about estate costs? Do you plan to leave a financial gift for your loved ones?
  • Let me show you how setting aside a portion of your income through regular contributions for future events like education, life events, and of course, retirement, can really pay off.
  • Financial decisions don't have to be overwhelming. With Sun GIF Solutions and my guidance along the way, you can invest with greater peace of mind.
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1-GIF Solutions-main-advisor

1-GIF Solutions-main-advisor
1-GIF Solutions-main-advisor
META-SEC-LBL-INT
advisor

Help Clients protect their savings, take advantage of strong market performance, lock in lifetime guaranteed income and create the legacy they want to leave behind with Sun GIF Solutions.

Benefits of Sun GIF Solutions

One contract for many Clients needs

Sun GIF Solutions is one product for many Client needs. It combines three different guarantee series in one flexible contract.

Ease of mobility

As needs change, Clients have the flexibility to move between the Investment, Income, and Estate Series to benefit from different guarantee options.

Ease of doing business

Be more efficient with convenient sales processes and a one-contract solution.

Control over legacy settlement

Clients can choose to have the death benefit paid to beneficiaries as either a lump sum or a payout annuity.

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4-GIF Solutions-main-advisor
4-GIF Solutions-main-advisor
META-SEC-LBL-INT
advisor

Recommending a solution to Clients

When you learn more about Clients' investing experience, risk tolerance and life stage, it's easier to show them where Sun GIF Solutions can fit into their savings and investment goals.

Life stage need Sun GIF Solutions Series

Building for the future - Much of my income goes toward monthly expenses. It's hard to find time, but growing and protecting what I have is important to me.

Investment Series - A savings option that lets you participate in the market knowing your investments can be protected with guarantees.

Getting ready for retirement - I'm in my peak wage-earning years and I have more savings to put toward the things I enjoy most. I want to be sure that I'll have enough money to last through my retirement.

Investment Series - A savings option that lets you participate in the market knowing your investments can be protected with guarantees.

Income Series - Provides you with predictable, sustainable income in retirement - guaranteed for life.

In retirement - I'm retired (or semi- retired) and I'm ready to start taking income. I'm concerned about having a guaranteed income that lasts as long as I do.

Income Series - Provides you with predictable, sustainable income in retirement - guaranteed for life.

Legacy - I want to have peace of mind in knowing that my estate costs are covered and my loved ones and/or favourite charity will receive the gift I've left for them.

Estate Series - Allows you to grow your estate and enjoy the protection of insurance benefits.

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3-GIF Solutions-main-advisor

3-GIF Solutions-main-advisor
3-GIF Solutions-main-advisor
META-SEC-LBL-INT
advisor

There are three series to meet changing Client needs:

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