About Sun Life Financial International
Sun Life’s mission is to help our Clients achieve lifetime financial security and live healthier lives. Sun Life Financial International provides innovative life insurance solutions to meet the needs of Ultra High-Net-Worth (UHNW) and High-Net-Worth (HNW) Clients around the globe and to help them achieve their wealth preservation and accumulation goals.
Our Clients are business owners, company executives and beneficiaries of inherited wealth.
We offer life insurance solutions that help address their unique planning needs including:
- Preserving their wealth for future generations
- Pursuing asset growth opportunities
- Securing assets for future tax obligations
- Holding assets in a stable political, economic and currency environment
- Transferring wealth to individuals/organizations of choice
Bermudian by Birth. Global by Reach.
We launched our International business in Bermuda in 1996, delivering innovative offshore life insurance solutions to HNW markets around the world.
Today, we offer flexible premium universal life, indexed universal life and participating whole life insurance products designed for the unique needs of the global UHNW and High-Net-Worth Clients. We also serve a group of existing individual Clients in Bermuda through our operations on the island that date back to 1881.
UHNW and HNW Clients focused on managing and preserving their wealth value Bermuda for its political and economic stability, tradition of integrity and favorable tax regime.
Our team in Bermuda includes highly trained and experienced experts in finance, underwriting, product development and distribution support who provide exceptional service for all Client needs. In addition, our dedicated teams in the U.S., Canada and Ireland provide expert support to our global business.
About Sun Life
Sun Life is a leading financial services company that helps our Clients achieve lifetime financial security and live healthier lives. We have been honoring our commitments since 1865, and our future continues to look brighter every day.
We serve millions in Canada, the U.S., Asia, the U.K. and other parts of the world through a diverse range of protection and wealth products and services.
Sun Life Assurance Company of Canada consistently receives outstanding financial strength ratings from the global rating agencies, such as A.M. Best Company, Standard & Poor's, and Moody's. To learn more and see our current ratings, visit www.sunlife.com.
The Sun Life group of companies operates under the "Sun Life" name. Sun Life Financial Inc., the publicly traded holding company for the Sun Life group of companies, is not a product offering company and is not the guarantor of the obligations of its subsidiaries.
Life insurance products available through the international business based in Bermuda are offered by Sun Life Assurance Company of Canada (Bermuda Branch). These products may not be sold in the United States, nor to citizens or residents of the United States, nor to residents of Bermuda or Canada.
Wealth and Investment products sold through the international business based in Bermuda were issued by, and supported by the financial strength and claims paying ability of, Sun Life Financial Investments (Bermuda) Ltd. ("SLFIB"). Certain payment obligations of some products issued by SLFIB are supported by a guarantee in its favor by its parent company, Sun Life Assurance Company of Canada; see product offering document(s) for details. SLFIB no longer markets the Wealth and Investment products, having discontinued new sales as of December 2015.
In certain communications, the company may be referred to as "Sun Life Financial International" strictly as a marketing name and no legal significance is expressed or implied.
Sun Life Financial Investments (Bermuda) Ltd., Hamilton, Bermuda, is regulated and licensed to conduct Investment Business by the Bermuda Monetary Authority under Bermuda's Investment Business Act.
The information and scenarios described herein are not intended as legal or tax advice. Tax treatment of offshore products has not been determined under the tax legislation applicable to you or any individual investor. Legal and tax consequences that may be applicable in any relevant jurisdiction will need to be considered for each investor's situation. Investors should consult with their tax advisors regarding the ownership of offshore products prior to investing.
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