Tools and illustrations

Sun Life Illustrations

The Sun Life Illustrations system is a state-of-the-art illustration tool that will lead your business into the future, offering you exceptional business support.

 

Sun Life Illustrations help

Release highlights - Sun Life Illustrations V5.2.1 April 2020.

Both the desktop and web version are available on 20 April 2020.

This release of Sun Life Illustrations includes the following updates:
SunUniversalLife II

• We’ve repriced the cost of insurance (COI) rates for Level, Limited pay 10, Limited pay 15 and Limited pay 20 options.

Sun Permanent Life    

• We’ve repriced the Life pay, Limited pay 10, Limited pay 15 and Limited pay 20 options.
• As of this release, you cannot select the Guaranteed return of premium on death benefit if you have selected any other optional benefit, other than the Term Insurance Benefit on the base insured.

Sun Critical Illness Insurance
We’ve repriced the premium rates for the Adult Term 75 and Term 100 Base, Return of Premium on Death and Return of Premium on Cancellation/Expiry rates for life pay and limited pay plans.

General

• Sun Life Illustrations user guide
• TIPS:
  • Multi illustration capability
  • Compare feature
  • Default settings
  • Sign in once a year on the desktop version
  • Product not appearing on the web
  • Report durations

Sun Critical Illness Insurance

• Walk through Sun Critical Illness Insurance – case study one
• Walk through Sun Critical Illness Insurance – case study two
• TIPS:
  • Create Shared Ownership strategy report
  • Quick compare

SunTerm

• Walk through a sample SunTerm illustration
• TIP – Quick compare

SunUniversalLife II

• Walk through a sample UL illustration II
• UL and Limited pay option
• TIPS:
  • UL payment solves
  • UL coverage, loan, and withdrawal solves
  • Customize using layers

SunUniversalLife Pro

Case study

Sun Par (Protector II, Accumulator II and Accelerator)

• Walk through a sample Par Protector illustration II
• Walk through a sample Par Accumulator illustration II
• Walk through a sample Par Accelerator illustration
• TIPS:
  • Enhanced Insurance dividend option
  • Plus premium
  • Custom dividend scales
  • Customize using layers
  • Par solves

Sun Life GIFs

• How to use the Sun Life GIF illustrations

Other Tools and Calculators

• Sun Critical Illness product compare
• TIP - SunTerm and Sun CII solution

Other illustrations

• Payout annuity illustration