- Click the Create button
- In Illustration 2, select the appropriate Universal Life coverage and payment options.
- Now you can review the projected values of Illustration 1 vs Illustration 2.
You’re wondering how you can make use of Sun Life Illustrations multi illustration capability.
Follow these steps when you want to look at product variations to see which works best for your client. For example, what is the difference between Par with offset after 10 years or buying the Par 10 Pay?
Naming your illustrations:
Name your illustrations for easy reference. Click the options arrow beside the name Illustration 1 and choose the Rename option. For example, you could rename Illustration 1 to be Offset and rename Illustration 2 to be 10 Pay.
Follow these steps when you want to look at different products to see which product works best for your client. For example, to compare a Par product solution vs a Universal Life product solution.