Insurance illustration tool | Changes to our illustration retention policy

Actuarial and Insurance Solutions January 30, 2025

Starting February 10, illustrations that haven’t been modified in the past 12 months will be deleted from the illustration tool. This update to our data retention policy reflects our commitment to effective and responsible management of client data, in accordance with industry best practices. It also helps us comply with the Personal Information Protection and Electronic Documents Act by limiting the use, disclosure and retention of information.

Important: This change only affects illustrations in the illustration tool. Once a policy has been submitted, all documents, including the illustration, will be available in the Client Documents section.

What’s new

ChangeBefore February 10As of February 10
How long illustrations are stored in the illustration toolUnlimited 12 months after the last modification
Criteria for deleting illustrationsN/ADate of most recent modification