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Sun Life Financial SunDex Advantage is a single premium deferred annuity [form #FIA/IND/2006], that provides a principal guarantee (less prior withdrawals) by Sun Life Assurance Company of Canada (U.S.) if held longer than the surrender charge period, plus interest earnings linked, based on Participation Rate, to the performance of the S&P 500 Composite Stock Price Index. (This index excludes dividend income.) May not be available in all states.
SunDex Advantage is designed for long-term retirement planning and is not a substitute for a S&P 500-linked mutual fund or any equity investment. Withdrawals of taxable amounts are subject to income tax and may be subject to a 10% IRS penalty tax if withdrawn before age 59 1/2.
SunDex Advantage is issued by Sun Life Assurance Company of Canada (U.S.), Wellesley Hills, MA, a member of the Sun Life Financial group of companies. For complete information, please request a Product Manual and Sales Kit.
NOT FDIC/NCUA INSURED • MAY LOSE VALUE • NO BANK/CREDIT UNION GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY