We’re increasing the credited rate on the SLDA available with SunUniversalLife II from 3.85% to 4.10%.
With the SLDA, Clients benefit from smoothed returns in a universal life (UL) solution. This investment account option is a great way to manage volatility in a UL portfolio. It earns an interest rate based on the average smoothed yield of a variety of investments in private fixed income, bonds, real estate, commercial mortgages and equities.
For in-force policies, we’re also increasing the credited rate from:
- 2.25% to 2.75% for SLDA Pro available with SunUniversalLife Pro
- 2.50% to 3.25% for LTMP available with Sun Limited Pay Life
Our team of investment professionals and the improved market have generated higher returns that we can pass on to Clients.
Help Clients take advantage of the increased rate.
- Share the good news with Sun UL II Clients that their SLDA balance will experience a credited rate increase beginning February 29, 2024
- Confidently illustrate the SLDA for new Sun UL II Clients knowing Clients will receive this credited rate on SLDA deposits
- Read 10 reasons to choose SunUniversalLife II to discover the features and benefits that make it a leading choice for Clients
Questions? Contact salesdesk@sunlife.com
