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Sun MaxiLink One

Single-Pay VUL Insurance Plan which places emphasis on Growing your Money through Investments.

SUN MAXILINK ONE

Sun MaxiLink One is a single-pay protection and investments package from Sun Life Financial with no upfront premium charges, thereby creating an opportunity for faster accumulation of the Fund Value.  

​Upon the death of the insured, it pays either (a.) 125% of the single premium paid (assuming no withdrawals were made) or (b.) the Fund Value, whichever is higher.


If the insured is approved under the Guaranteed Insurability Offer*, the cash benefits accruing to his family should he die within 2 years of a non-accident cause will be the Fund Value plus charges.  If accident is the cause of death, benefit is the higher of (a.) the Fund Value or (b.)125% of the Single Premium less 125% of each Partial Withdrawal.  

After 2 years, the cash benefits to the family of the insured will be identical for those approved under the Guaranteed Insurability Offer and the regular approval method (those with Medical exams). 


Who Should Get Sun MaxiLink One
  • Those who want their families to get cash benefits in the event of their death but who place a big importance to building-up their investments over time to pay for life milestones, retirement and other financial needs while they are living.
  • Those who now have Php250,000 or higher just sitting in a low-interest account who want to use it to protect their families while earning potentially-higher returns.
  • Those who do not want to think of periodic premium payments and do it just once.
  • Those who prefer to skip medical examinations in applying for insurance, provided they are within the guidelines set in the Guaranteed Insurability Offer*.


Why You Should Get Sun MaxiLink One
  • It covers you until age 88.
  • It provides you with flexibility to choose where your money will be invested, depending on your risk appetite and financial objectives.
  • It maximizes your money's earning potential as a bigger portion of your single premium is placed in investments.
  • You gain access to the services of Sun Life's top-notch fund managers.
  • Your approval for this policy is guaranteed, provided that you fall within the age and other limits of the Guaranteed Insurability Offer*.
  • It gives you a 2% loyalty bonus starting at the end of the 10th year and every 5 years thereafter.
  • It allows you to withdraw the Fund Value anytime you need the money.
  • Your irrevocable beneficiary will not have to pay any taxes on the proceeds of this Policy, in case of your demise.


*Contact Us or write to us on the Contact Form below for an assessment of whether you are qualified for approval under the Guaranteed Insurability Offer of the Sun MaxiLink One.

"If there is anyone dependent on your income - parents, children, relatives - you need Life Insurance." 
~ Suze Orman,
   Financial and Wealth Planning Guru

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Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor
Authorized by the Insurance Commission to act as an Insurance Agent.
​
For inquiries and free assistance on Personal Finance, Investments, Estate Planning and other Money Matters, you can reach him at:
0908-863-4617
Office Address:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Philippines
Tel. No. 7-719-3958
Fax. No.7-719-3894

I want to make a difference. I want to Be A Sun Life Financial Advisor

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    I'm Interested To Know More About Sun Maxilink One
    Get It Now While Time Is Still On Your Side.
    Contact Us If You're From Metro Manila.

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The posts and opinions expressed on this website are my personal views and do not necessarily reflect the views of any insurance or investment company.  They do not represent (nor are they intended to represent) the positions, opinions or policies of any insurance or investment company.