CapBridge Pte Ltd, a digital investment platform, has announced a collaboration with Sun Life Assurance Company of Canada Singapore Branch to distribute Sun Life Singapore’s SunBrilliance insurance solutions to High Net Worth individuals (HNWIs) and family offices globally. This partnership aims to meet the growing demand for sophisticated cross-border legacy planning solutions among HNWIs across Asia.
Sun Life, with a 160-year heritage and an AA financial rating from S&P, brings robust financial strength to this collaboration. At the heart of the partnership is the SunBrilliance Indexed Universal Life II (IUL), a permanent life insurance product designed for modern wealth preservation. This product offers dual-account flexibility, allowing premiums to be allocated between a fixed-interest account and an indexed account, providing greater capital utilisation and liquidity management. The indexed account is linked to the S&P 500 index, offering upside potential with a guaranteed floor, ensuring stability regardless of market fluctuations.
Janet Liu, CEO of CapBridge, stated, “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.” The collaboration aims to provide scalable solutions that balance capital liquidity and market protection, securing wealth for future generations.
This partnership aligns with FOMO Group’s vision of creating an integrated digital finance ecosystem, enhancing CapBridge’s ability to offer comprehensive financial solutions. By integrating Sun Life Singapore’s IUL offering with CapBridge’s digital capabilities, the collaboration promises a seamless client experience across Southeast Asia and other key markets.
