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Equitable Sales Illustrations Updates

*For advisor and agency use only. Downloading and use by any other person or party is strictly prohibited.

The current version of the Equitable Sales Illustrations software is: 2012-1 (February 2012)

New with this Release:

Enhancements to Equimax® Participating Whole Life Insurance

New features:

  • 2 flexible plan types to choose from:
    • Equimax Estate Builder™ Higher long-term value. Ideal for covering estate taxes and fees.
    • Equimax Wealth Accumulator™ Higher early cash values within the first 20 years. Ideal for building wealth to access to fund education, supplement retirement income, etc.
  • Excelerator Deposit Option (EDO) now available for all plan types, premium payment options and issue ages.
  • Competitive rates and commissions.

Expanded markets:

  • Increased issue ages make Equimax an excellent choice for older clients looking for guarantees and a more stable investment option. (18 - 85 for Life Pay; 18 - 80 for 20 Pay).
  • Equimax plan and Riders available for children ages 0 to 17 years, providing permanent insurance at children's rates and cash value they can access to help fund education.

New marketing tools:

  • Check out EquiNet for the marketing tools available to help you open and close the sale. Some new tools include:
    • Understanding participating whole life insurance. (1038)
    • What's the right plan type for your client? (1291)
More Details

Existing User?

If you have already installed the software, please use the Check for Updates option on the Main Menu of the Equitable Sales Illustration system to check for, download and install any updates to the illustration modules.

New User? Download Sales Illustration System

When downloading files it is recommended that you save the downloaded files to C:\Temp first and then run them from C:\Temp.

Before running the downloaded files it is recommended that you close other applications running on your desktop, and disable any antivirus and antispyware applications, as they may interfere with the installation.

Other Application Downloads

Please ensure you are using the latest version of the illustration modules before updating the other components listed below.

Download AddCalc.NET (addcalc.exe) - 76.5 MB
November 2010

AddCalc.NET Installation Instructions

If you are already using the Equitable Life version of AddCalc.NET you will need to first remove the existing version using Add/Remove programs, then you will be able to install the update.

Removal of the existing version of AddCalc.NET will not remove any previously saved client or concept information, as by default this information is not saved to the installation directory.


Get Adobe Acrobat Reader   NOTE: You will need Adobe Acrobat Reader to view these documents and the illustration system reports.

Windows is a registered trademark of Microsoft Corporation. The Lighthouse Design, Equation Generation, EquiLiving, Pivotal, Equitable Sales Illustrations, Equitable Life and Equitable Life of Canada are all trademarks of The Equitable Life Insurance Company of Canada.
Please associate yourself with our legal disclaimer before using this site.

Resources

Problems with downloading?

  • Call our support line at 1.800.722.6615 extension 555