WELLESLEY, Mass.--(BUSINESS WIRE)--The U.S. division of Sun Life Financial (NYSE: SLF, TSX: SLF) today launched Charitable Estate Planning, an innovative new life insurance marketing campaign to help educate advisors, producers and clients about the value and importance of charitable giving opportunities and their importance in estate planning. The campaign builds upon Sun Life’s unique Charitable Giving Benefit Rider, available with the company’s universal life insurance products, which provides an additional 1% death benefit above the base policy face amount to a designated charity for no additional cost.

“One of the most important uses of life insurance is its role in estate planning – which includes leaving a legacy for your family as well as those causes that are important to you,” said Michele Van Leer, SVP and General Manager of Retail Insurance & Annuities. “Our expanded Charitable Estate Planning program helps guide producers and their clients through this important process. It covers everything from tax planning to annuity trusts and meshing these with charitable giving to continue helping causes clients care about.”

Sun Life’s Charitable Estate Planning Program details planning strategies both to achieve tax deferrals and savings, including establishing charitable trusts and foundations, and to provide lifetime benefits to charities and causes clients want to support. Other strategies for advisors and clients included in the program are:

• Understanding the charitable market
• Leveraging charitable trusts in estate planning
• Creating opportunities with Charitable Gift Annuities
• Using life insurance in charitable planning
• Explaining charitable non-qualified deferred compensation

The Charitable Giving Benefit Rider is not available in all states. For further information, contact Sun Life Financial’s Advanced Markets Group at 1-800-432-1102, ext. 1846, 1756, 1838, or 7196.

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