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Sun Save Invest

Building your wealth for your loves ones' tomorrow

Sun Save Invest, a regular premium investment-linked plan that empowers you to build and maximise your life’s potential gains with complete assurance that your family’s financial needs are well taken care of.

Benefits & Features

simple-enrolment

Simple enrolment

Simple enrolment for all applicants with no medical underwriting and check-up required up to RM1,000,000 annualised basic premium.
Furthermore, Sun Save Invest offers guaranteed acceptance for all applications up to RM350,000 annualised basic premium.

short-premium-comitment-of-3-years

Short premium commitment of 3 years for 20 years coverage

Sun Save Invest is a limited-pay investment-linked insurance plan with short premium paying term of 3 years for 20 years coverage.

full-premium-allocation-into-investment-linked-funds

Full premium allocation into investment-linked funds.

  • Full amount of the premium paid regardless of basic premium or single top-up premium will be allocated into your policy and invested into the investment-linked funds of your choice.
  • It allows you to set aside your worries for a better tomorrow and look forward for a carefree retirement life.
insurance-coverage

Insurance Coverage

In the event of death or total and permanent disability (TPD), you or your loved ones will receive:

Date of event

Cause of death/TPD

Natural Cause

Accidental Cause

Within 24 months from the policy commencement date

Any deducted cost of insurance and the value of the Investment Account 1,

Higher of:
(a) the basic sum assured; or
(b) the value of the Investment Account 1,

After 24 months from the policy commencement date

Higher of:
a) the basic sum assured;or
b) the value of the Investment Account 1,

PLUS the value of the Investment Account 2 (if any), subject to juvenile lien and deduction of any indebtedness.

 

enjoy-potential-investment-return

Enjoy potential investment return

  • Enjoy the flexibility to opt from 12 professionally managed investment-linked funds according to your risk tolerance level and investment needs.
  • You can boost your investment value by single top-up premium after the premium paying term and switch your funds anytime.
maturity-benefit

Maturity benefit

When your plan matures, you will receive the Total Account Value (i.e. sum of the value of the Investment Account 1 and the Investment Account 2), less any indebtedness.

Note: Terms and conditions apply.

Protection by PIDM on benefits payable from the unit portion of this certificate/policy/contract is subject to limitations. Please refer to PIDM’s Takaful and Insurance Benefits Protection System (TIPS) Brochure or contact Sun Life Malaysia Assurance Berhad or PIDM (visit www.pidm.gov.my).

 

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