Illustration Guide - Repsource - Manulife Financial

Additional proposals
Introduction
One of the key benefits of this software is the ease with which you can run
alternative illustrations. In this section of the case study, we explore
variations on the original proposal.
Duplicate
proposals
To create a duplicate proposal, follow these steps:
1. Click the button in the top right corner of the original proposal
window to minimize it. A one proposal icon will appear next to the
filing cabinet with the name of the proposal displayed beneath it.
2. Right-click the proposal icon.
3. Select Duplicate from the drop-down menu. A second Manulife one
proposal icon appears on the screen with the same name as the original
except for the #2 that has been added to the end.
4. From the main menu bar, click Manulife one - Client Information.
The Manulife one Concept Settings dialog box will open with the Client
Information tab selected.
5. Rename the duplicate (usually the name indicates the purpose of the
illustration as in the scenarios that follow). You're now ready to make
changes.
Note: You can duplicate a proposal without minimizing it. Right-click the
proposal's title bar instead of its icon, and then follow the procedure outlined
above.
Scenario # 2
Try the following scenario:
1. Duplicate the original proposal, and rename it Accumulating income.
2. On the Cash Flow tab, change the Accumulate for field from 0 to 3 days.
3. Click OK.
The proposal now illustrates the same situation as the original proposal, but
now the clients' income deposits remain in their Manulife one account for 3
days before their expenses are withdrawn. Now explore the effect this change
has on paying down the account.
Manulife one Illustration Guide 32 December, 2000