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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2022-3 (September 2022)

New with this release:

  • Introducing Equitable GenerationsTM  universal life
    • A lower cost of insurance with no policy fee to help clients maximize their opportunity to purchase coverage and build tax-advantaged wealth.
    • Offers investment options that resonate with today’s clients including ESG (Environmental, social & governance) and target date funds.
  • The Quebec premium tax rate has been updated to 3.30%

WFG advisors need to enter ‘wfgsales’ in the Welcome screen during the installation process to install the WFG version of the software.

​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