Create Shared Ownership strategy report

The Situation:

You want to show your client the potential benefits of a Shared Ownership Strategy using Sun Critical Illness Insurance (CII).

How to create a Shared Ownership Strategy report

• Launch Sun Life Illustrations and select the Sun Critical Illness Insurance product.
• In order to create a Shared Ownership Strategy report, the following conditions must be met:

• Return of Premium on Cancellation and/or Expiry must be selected
• Payment period of 10 years or 15 years can not be selected
• Minimum age of owner is 18
• The following optional benefits can not be selected:
  • Long Term Care Conversion Option
  • Total Disability Waiver
  • Owner Waiver 
• Once these conditions have been met, go to the Report Design tab.
  

• Near the bottom of the screen, in the Shared Ownership strategy report section, enter the Company name. The Company name will appear on the strategy report.
• The Return of premium benefit owner will automatically default to the Critical Illness Insured Person.
  (It cannot be changed)
• Click the View Strategy Report button to see the report.