Introducing the Savvy Term solution and accompanying tool
Submitted by Krishan on December 3, 2025 - 5:58pm
Printer-friendly version
PDF version |
We're excited to introduce Savvy Term, an innovative insurance solution unique to Sun Life that blends term and permanent options and guarantees returns. |
Key Benefits of Savvy Term: - Addresses both permanent and temporary protection needs in one policy
- Clients get their money back upon death via the Return of Premium on Death Benefit (ROPD)
- Simple and flexible solution for Clients aged 50 and under
- Allows Clients to lock in their good health for future conversions
We've created a tool that generates ready-to-print illustrations along
with case studies showcasing how Savvy Term can benefit various Client groups: - Jim & Tina – Young homebuyers
- The Carter Family – Protecting what matters most
- Michael – 50-year-old business owner
- Grace – Serial entrepreneur with a passion for philanthropy
These resources, along with a 5-minute video overview, are available on Suncentral to help you understand and present Savvy Term effectively. |
Savvy Term is ideal for: - Clients with both permanent and temporary insurance needs
- Individuals aged 50 and under seeking lifetime protection with potential returns
- Young and maturing families
- Business owners and entrepreneurs with changing needs who need options and flexibility
|
| |
Visit Suncentral today to access the Savvy Term tool, case studies, and additional resources to help you demonstrate this innovative mix. | |
|
|
