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Two in One Plan – Investment and Takaful Coverage
SunInvest-i is a single contribution investment-linked takaful plan that offers a combination of takaful protection and investment to person covered of up to age 99¹.
It provides a lump sum benefit if a person dies or suffers total and permanent disability (TPD²) during the term of contract. While the contract remains in force, 100% of the value of the investment account shall be payable upon survival of the person covered to the maturity date at age 99.
This plan provides guaranteed acceptance for all participants up to RM350,000 single contribution per life basis with no medical underwriting required.
A simplified underwriting is required if the single contribution amount exceeds RM350,000 upon enrolment.
Sum Covered Booster
The sum covered booster increases your coverage amount by 10% at the end of every 5 contract years up to 50% of adjusted single contribution³ is reached.
The sum covered booster benefit will be terminated when the total withdrawal amount is equal to or more than the initial single contribution or upon the claim of death or TPD benefit.
Death/Total and Permanent Disability (TPD)
Upon maturity at the age of 99, you will receive 100% of the value of investment account, less any indebtedness at the maturity date of the contract.
Diversified Investment Portfolio
Diversify your financial portfolio by investing into a wide range of investment-linked funds locally or globally to enjoy the potential investment returns.
Maximising your investment values with the high contribution allocation of up to 95% of initial single contribution.
Boost Your Investment Value
You have the flexibility to invest more when you have extra money by performing ad hoc top-up contribution⁴ and withdraw⁵ the money when you need it.
You can switch your investment funds anytime according to your risk tolerance level with no extra charges imposed.
|Minimum entry age||30 days old|
|Maximum entry age||70* years old|
Sun Life Malaysia