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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2020-3 (December 2020)


 

New with this release:

Life and Health
 

  • Equimax illustrations have been updated to:
    • ensure the Client Acknowledgement page always appears at the end of the illustration, and
    • use consecutive page numbering, even when optional reports are selected.
  • Updated marketing pages in the concept illustrations for both Equimax participating whole life and Equation Generation IV universal life.
  • Updated cover page for all product and concept illustrations to include Equitable’s Customer Service telephone number (as per Saskatchewan’s insurance legislation changes). The cover page is mandatory whenever the province selected is Saskatchewan, but will remain optional for other provinces.

 

​Existing User?

Please use the Check for Updates option on the main menu of the Equitable Sales Illustration system to download and install any updates to the illustration modules.

 

New User? 

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

Please note that the Equitable Sales Illustration system is not compatible with MAC operating systems.

 

adobe.png   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.

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

Resources

Download Sales Illustration System