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Sun Life Premier Legacy

Pass on your wealth intact. Your way.

Cash your family receives quickly, 2× your coverage from day 1, so estate taxes don’t force them to sell what you built. And you decide who receives what, when and how.

2× your coverageYou decide the payoutsPay for 2, 5 or 10 years
Or type an amount

Pricing for this plan is custom, based on your estate and goals. Your proposal shows your exact figures.

What you’d get

Your wealth, protected and passed on.

Show for coverage of
for your family from day 1, for estate liquidity. Guaranteed
100
age you’re covered until
2, 5 or 10
years of paying, your choice
Your call
who receives what, when and how (Legacy Settlement Option)

The family benefit scales with the coverage you choose.

Your timeline

Starting at 50, here’s how your legacy is set.

    Why plan your legacy

    Your family keeps what you built. No forced selling.

    With Premier Legacy

    • Cash for estate taxes, right away
    • You decide the payouts
    • Assets stay in the family

    Without a plan

    • Estate taxes come due
    • Assets may have to be sold
    • Payouts decided for you

    This is the plan I recommend for passing on wealth your way. Best set up one-on-one.

    Sample illustration for age 50

    ₱25M coverage at 50. ₱75.6M for the family.

    1. Age 50A 50-year-old business owner sets up ₱25M coverage and pays for 10 years.
    2. Day 1₱50M protection for the family starts.
    3. Age 85The family receives ₱75.6M with dividends.
    For the family at 85
    ₱75.6M
    Includes dividends illustrated at 4.5% a year, which are not guaranteed.

    Is it for you?

    Good fit, and good to know.

    A good fit if you

    • Are a business owner
    • Have significant wealth to pass on
    • Want to plan for estate taxes
    • Want control over how heirs receive their share

    Good to know

    • Issue ages 7 to 75; exact limits depend on the payment period
    • Designed one-on-one around your estate and goals
    • Dividends are not guaranteed
    • Priority processing and private home medical exams

    Questions

    What people usually ask.

    What is it?

    Large life insurance designed to pass on your wealth intact.

    What does my family get?

    200% of your coverage from day 1 until age 100, as cash they can receive quickly. That helps with estate taxes so they don’t have to sell assets.

    Who decides how it’s paid?

    You do. With the Legacy Settlement Option, you choose who receives what, when and how.

    What if I can’t manage my affairs?

    With the Mental Incapacity Benefit, a trusted family member can access your benefits for you.

    How do I pay?

    In 2, 5 or 10 years.

    How do I get my exact numbers?

    Tap “Get my free proposal” and leave your details, or message me. I’ll send your exact premium and benefits for your age, coverage and payment term.

    Next step

    Want your exact numbers? It’s free.

    Let’s plan it one-on-one, around your estate and goals. Your proposal shows your exact figures. No obligation.

    Message me to know more

    Prefer to talk now?

    0962 385 8115 donnadel.g.nuqui@sunlife.com.ph Compare all plans

    Pricing is custom and depends on age, health, coverage and payment period. The age-50 example is a sample illustration; dividends are not guaranteed. Educational summary only, not a formal quote. Benefits, limits, issue ages and eligibility are subject to underwriting and the actual policy contract.