SunWise Elite Plus | Sales Process

 
Choose Investments
Choose the investment strategy that fits the investor’s risk profile. You can select from a multi-asset, multi-manager, multi-style lineup of more than 50 funds, or choose one of seven managed solutions.
Choose Protection Type
Decide on the type of protection your clients need based on what stage they are at in their life cycle and their investment objective:

> A – Guaranteed income protection with the GMWB and various choices of principal protection at deposit maturity or death

> B – Principal protection at deposit maturity or death (three choices)

Add Estate Planning Enhancements
Choose estate planning enhancements, such as the Earnings Enhancement Benefit and 4% Annual Automatic Death Benefit Reset, to maximize the value of your client’s estate.
Add Estate Planning Enhancements
Choose estate planning enhancements, such as the Earnings Enhancement Benefit and 4% Annual Automatic Death Benefit Reset to maximize the value of your client’s estate with optional death benefit riders.

 

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