Sun Life Singapore now distributes its SunBrilliance insurance solutions in investment platform CapBridge.
Through this collaboration, Sun Life Singapore expects to reach high net worth individuals (HNWIs) and family offices, according to a recent statement.
The SunBrilliance Indexed Universal Life II (IUL) is a permanent life insurance designed for modern wealth preservation.
The cover features:
- Dual-Account Flexibility: Premiums can be allocated between a fixed-interest account and an indexed account, giving HNW families greater flexibility in capital utilisation and liquidity management.
- Downside-Protected Growth: The indexed account offers upside potential linked to the performance of S&P 500 index, with a guaranteed floor (typically 0%), ensuring a stable safety net regardless of market conditions.
- Strategic Legacy Planning: Together, capital liquidity and downside protection provide the long-term certainty essential for multi-generational wealth transfer. The indexed account also offers upside potential linked to the performance of S&P 500 index, with a guaranteed floor (typically 0%), Sun Life and CapBridge said.
Through a streamlined onboarding framework, the collaboration enhances efficiency and the overall client experience, enabling clients across Southeast Asia and other key markets to manage international insurance solutions more seamlessly.
This approach improves accessibility while maintaining a robust and compliant framework, further reinforcing CapBridge's role as a gateway to cross-border legacy planning.
Ms Janet Liu, CEO of CapBridge, said, "High-Net-Worth families today are looking for more than just a policy, they want long-term certainty and structures that can adapt as their lives evolve.
"This collaboration with Sun Life Singapore is a direct response to that demand for well-structured, scalable solutions. By integrating Sun Life Singapore's IUL offering with our remote-enabled capabilities, we're providing the essential balance of capital liquidity and market protection that global families require to secure their wealth for the next generation.”