SunWise Elite Plus | Illustration Tool

Illustration Tool

The purpose of this Illustration tool is to demonstrate how SunWise Elite Plus – the Guaranteed Minimum Withdrawal Benefit (GMWB) – will work under the circumstances selected by you and
your client.

This summary estimates:

  • > the growth of your client’s investment (GWB Class Value or the portfolio value),
  • > the effect of the additional 5% bonus during the first 15 years without withdrawals
    (if applicable),
  • > your client’s projected lifetime withdrawal amount (LWA) or guaranteed withdrawal
    amount (GWA),
  • > and the number of years it will be available (the withdrawal term).

It also illustrates the effect of market resets, which are applied every three years, given the performance scenario chosen.

The information provided in this report is based on broad asset mixes, for example 30% income and 70% equities, rather than the individual investments available with SunWise Elite Plus.

Illustration Tool - MINIMUM REQUIREMENTS

• System requirements PC Pentium III, 256MB RAM
• Safari 2.0.x+, Opera 8.5+, Internet Explorer (Windows) 5.5+, Firefox 1.0+/Mozilla, Konqueror 3.5+
• Acrobat Reader 6.0 with IE/Firefox plugin installed
• JavaScript and cookies enabled in the browser
• MS Windows 98 or higher
• Internet connection

 
> The SunWise Elite Plus Illustration tool can now illustrate contributions to Tax-Free Savings Accounts.
> The SunWise Elite Plus illustrator tool reflects the pricing changes being made to the product on July 31, 2009. You can view these changes on the SunWise Elite Plus homepage.
 
 

 

 
 
Demo Version:
 

> you will be able to save the PDF report
> you will not be able to save your client's data
> your advisor details will not be on the report
> Please allow popups in your browser for this site.

Launch Demo Version

 
Full Version:
(requires AOL login)

> you will be able to save the PDF report
> you will be able to save your client's data
> your advisor details will be on the report
> Please allow popups in your browser for this site.

Launch Demo Version

 
         

 

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