The David's Story

At 66, David is about to retire. He invests $200,000 in SunWise Elite Plus and chooses the GMWB with income for life option.
David is guaranteed to receive an annual income of $10,000 for life. If his investments perform well his income may increase because automatic market resets every three years lock in investment gains.

This chart is a worst-case scenario for David. It assumes that markets decline sharply during his retirement. But even under these circumstances, when his portfolio is reduced to zero after 16 years, David is still guaranteed to receive $10,000 a year for life.

Guaranteed income protection for retired investors

* This chart is for illustrative purposes only. It is not intended to predict or project investment results. Illustration assumes a bear market, declining on average 2% per year. Annual withdrawals are assumed to be 5% of the market value at December 31 in the year annuitant turns 65 (this is the LWA Threshold Amount). Subject to legislated minimums and maximums and certain conditions. Exceeding the 5% withdrawal may have a negative impact on future payments.

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