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 V5.6.0 April 2022

Please refer to the April 7 communications for the details of the following SunUniversalLife II and SunUniversalLife Pro changes.

• SunUniversalLife II cost of insurance rates and surrender charge schedule
• SunUniversalLife Pro is closed to new business. All Sun UL Pro saved illustrations are removed from Sun Life Illustrations.  
• The maximum coverage limit in Sun Life Illustrations for Life insurance products is increased to 25 million, adult Critical Illness insurance to 3 million and juvenile Critical Illness insurance to 1 million.

In addition, the “Change product” button has been removed due to persistent technical issues. We’re sorry for any inconvenience this may cause. You can still use the “Add” function to add an illustration for another product while keeping the same client details.

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