Current releases and what's new:
Check out our new term web illustrations, that now connect directly with EZcomplete. More products to come!
2024-4W Web illustrations (October 2024)
2024-4 Desktop illustrations (October 2024)
Equimax® Participating Whole Life
● New $5M+ premium band.
● Enhancement to allow a switch in dividend option from PUA to Cash when premium offset is illustrated. The switch to Cash can happen anytime once premiums are no longer required.
Other Changes
● Lower monthly charges for EquiLiving® critical illness insurance riders added to universal life policies.
● The modal factor used to calculate the monthly premiums and the monthly policy fee for standalone CI has been reduced.
● Changes to how we calculate commission on Equimax participating whole life insurance, Term life insurance and EquiLiving critical illness insurance policies when clients choose to pay premiums monthly.
● Underwriting requirements have been updated to reflect the new Evidence of Insurability Schedule.
o Evidence of Insurability Underwriting Requirements (#1343)
● Updates to sales concepts to reflect the new capital gains inclusion rate of 66.67% for corporate concepts. For individual concepts, users can choose to illustrate a capital gains inclusion rate of 50% or 66.67%.
To see past releases, click here.
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