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 V5.5.0 October 2021

• Changing premium rates for Sun CII and adding grading to ROPC/E benefits
• Lowering premium rates for SunTerm and Optional Term Benefits at coverage amounts of $2M and up 
• Lowering the Sun Permanent Life product minimum to 25,000 for age 0-64 and $10,000 for age 65 and up.

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