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 V5.3.0 July 2020.

• Underwriting requirements are changing rapidly these days. To make sure you have up-to-date information, we’re removing the Underwriting Requirements report from the desktop version of Sun Life Illustrations on July 27 (version 5.3.0). After that, the report will only be available in the web version, where it’s easily kept updated for you.   You’ll still be able to access the Age and Amount table through the desktop version. All you need is an internet connection.    
• We have improved the layout of the Underwriting requirements report on the web version. 
• SIGN IN required to run an insurance illustration including SunTerm on the web version.

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