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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2020-1 (March 2020)


 

New with this release:
Changes to Equimax whole life illustrations:

  • A new report with the concept illustrations compares the rate of return and total deposits required by other asset classes versus life insurance to achieve the same net estate values.
  • The Excelerator Deposit Option can be illustrated with ratings up to and including 300%.
  • Capital Dividend Account columns have been added to the spreadsheet.
  • The Earliest Offset year will be shown in the summary screen when Earliest Offset is selected.
  • Wealth Accumulator commission rates have been updated to reflect the changes that took effect on February 10th, 2020.

 

​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