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We are no longer selling Futurity Survivorship II, it is closed to new sales!
Futurity Survivorship II
Futurity Survivorship II unit values are now available online.
Under today's estate tax laws, you can transfer your assets at your death to your spouse, free of estate tax. However, at your spouse's death, the estate will be taxable. And while the value of the estate may be significant, there may not be enough cash available to pay the taxes due. This could force your heirs to looks at alternative methods to pay the taxes, such as a loan or liquidating assets. An effective solution is to incorporate life insurance into your estate plan. Survivorship insurance covers two lives and pays a death benefit exactly when it's needed - at the death of the second insured, when federal estate taxes are due.
Futurity Survivorship II combines the advantages of life insurance coverage and the opportunity to achieve long-term growth of assets. A variable universal life insurance policy from Sun Life Assurance Company of Canada (U.S.), a member of the Sun Life Financial group of companies, it allows you to manage the investment aspects of your life insurance policy just as you would your personal investment portfolio. Most importantly, you can adjust your policy as your needs, objectives, and market conditions change. Your financial advisor can work with you to tailor the premium to meet your needs and determine the amount of coverage that's right for you.
For more information, contact an insurance professional, or learn about the benefits of Futurity Survivorship II by clicking "Next" below.
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