Emma's Story

At 50, Emma invests her retirement fund of $150,000 in SunWise Elite Plus. This would provide an immediate annual income of $7,500. However, her retirement is 15 years away and she doesn’t plan to make any withdrawals over that time.

So, for the next 15 years, plus the initial year she is guaranteed to receive a 5% annual income bonus for every year without a withdrawal.

At age 65, Emma’s guaranteed withdrawal benefit has reached $263,125 and her guaranteed income has risen to $13,156, even though the markets have declined significantly. SunWise Elite Plus ensures the growth of Emma’s retirement income in the critical years immediately before retirement.

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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