Introducing the Savvy Term solution and accompanying tool

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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:

1. Jim & Tina – Young homebuyers
2. The Carter Family – Protecting what matters most
3. Michael – 50-year-old business owner
4. 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.

Visit Suncentral today to access the Savvy Term tool, case studies, and additional resources to help you demonstrate this innovative mix.

We help. You grow.

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