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

Updates with this release include:

  • the ability to illustrate special offers
  • updated dividend on deposit (DOD) rate to 3.25% when illustrating Sun Par Protector II and Sun Par Accumulator II
  • updated wording the illustration report for Sun Universal Life II for withdrawals while disabled.

Sync button in Sun Life Illustrations desktop version

The Sync option is available only in the Sun Life Illustrations – Desktop version. The Sync option allows you to transfer illustrations saved on your PC to the web version, or update your illustrations on your PC with saved illustrations from the web version.

To Sync your illustrations, from your Sun Life Illustrations – Desktop, go to the PLAN DESIGN page and click Sync.

The SyncWindow dialog box opens. The saved illustrations from your PC display on the left-hand side, and the saved illustrations from the web version display on the right-hand side. Illustrations displayed in:

  • green are the most recent copies of a previously-synced file,
  • red are older copies of a previously-synced file, and
  • grey are files that are never synced.

Sync now

The Sync now option looks at the date and time stamp of your saved illustrations. This option updates all the files on your PC and web server, based on whatever copy is most recent.

Manual sync

The Manual sync allows you to select which files you would like to update on either your PC or on the web server. 

If you select a file to sync and the copy is older than the one from the desktop or web server, a warning displays, giving you the option to skip the sync for that file.

To sync your illustrations:

1. From the toolbar, click the Sync button. 

2. From the Manual sync dialog box, to sync all of your illustrations click the Sync now.

To only sync certain files, select the files you would like to update on your PC and click the Sync To Web button.

The Sync in progress dialog box opens, displaying the illustrations that are being synced. Once the sync is complete, all the illustrations display in the dialog box. 

3. Click Done from the Manual sync window. 

Other illustrations