Illustration Guide - Repsource - Manulife Financial

Table of Contents
TABLE OF CONTENTS......................................................................................2
INTRODUCTION ................................................................................................3
GETTING STARTED..........................................................................................4
INTRODUCTION AND SCREEN INFORMATION ..............................................................................4
SETTING UP A NEW CLIENT .......................................................................................................6
ASSUMPTIONS..........................................................................................................................8
THE CONCEPT ..........................................................................................................................9
CONCEPT REPORT ..................................................................................................................18
THE PROPOSAL.......................................................................................................................21
PROPOSAL REPORTS ...............................................................................................................29
ADDITIONAL PROPOSALS........................................................................................................32
SUMMARY .............................................................................................................................34
APPENDIX .........................................................................................................35
CREDIT POLICY......................................................................................................................35
Manulife one Illustration Guide 2 December, 2000