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 V4.1.1 October 2018

• Both the desktop and web version are available on October 22, 2018.
• This release of Sun Life Illustrations includes the following key updates:
• SunUniversal Life II - repriced Level COI rates. For details see the October 18, 2018 NewsFlash.
• Sun Critical Illness - increased partial payout illnesses from 6 to 8, and minor wording changes within reports. For details see the September 13, 2018 NewsFlash.

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

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

Money for Life web app tools

Sun Life Financial's Money for Life web app is easy to use and brings retirement planning to life. From interactive multimedia to conversation starters, enhance your retirement planning conversations from your iPad, laptop or PC – anytime, anywhere.

• Annuity & GIF income comparison
• Buy now, buy later
• Longevity risk illustrator
• Sustainable income demo
• Your health, your retirement