Estate Preservation

Passing Your Wealth to the Next Generation

Wealth transfer and preservation is not just for the rich. Estate planning is essential for anyone who wants to ensure that their loved ones benefit from their inheritance and not burdened by it. Sun Life offers a variety of life insurance plans that ensure your legacy is passed on to your beneficiaries hassle-free, securing their future even when you’re gone.

Life insurance plans for your estate preservation needs:

SUN Smarter Life Classic

Wealth transfer

Coverage until age 100

  • Double insurance coverage
  • Living benefits

SUN Safer Life

Term insurance

Coverage until age 75

  • Low-cost protection plan
  • Double insurance coverage
  • Hassle - free conversion

Sun StartUp

Wealth transfer

Coverage for 10 years

  • Affordable insurance plan
  • Money back feature

Sun Legacy

Coverage until age 100

  • Lifetime Insurance Coverage
  • Lifetime Guaranteed Cash Benefits
  • Convenient Short-Term Payment Options

Need help with estate planning? Ask an advisor today to know the life insurance options that suit your needs.

Client Stories:

Charo Santos-Concio

Metro Manila

Sun Smarter Life makes wealth preservation easy. It also gives me peace of mind knowing that when my time comes, my assets will efficiently be transferred to my family- who I consider are the "real treasures" of my life. This is why I take estate planning seriously; so that my loved ones will be well taken care of and will be able to enjoy the fruits of my hard work, no matter what happens.

Read more Client Stories

sun life estate preservation video

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