Create Shared Ownership strategy report

The Situation:

You want to show your client the potential benefits of a Shared Ownership Strategy using Sun Critical Illness Insurance (CII).

How to create a Shared Ownership Strategy report

  • Launch Sun Life Illustrations and select the Sun Critical Illness Insurance product.
  • In order to create a Shared Ownership Strategy report, the following conditions must be met:
  • Return of Premium on Cancellation and/or Expiry must be selected
  • Payment period of 10 years or 15 years can not be selected
  • Minimum age of owner is 18
  • The following optional benefits can not be selected:
    • Long Term Care Conversion Option
    • Total Disability Waiver
    • Owner Waiver
    • Once these conditions have been met, go to the Report Design tab.
    • Near the bottom of the screen, in the Shared Ownership strategy report section, enter the Company name. The Company name will appear on the strategy report.
    • The Return of premium benefit owner will automatically default to the Critical Illness Insured Person.
      (It cannot be changed)
    • Click the View Strategy Report button to see the report.

TIP: The report durations selected for the client report are also used to determine which rows are included in the Shared Ownership report.