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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2019-2 (June 2019)


 

Equitable Sales Illustration Updates


Life and Health

  • A change in the dividend scale effective July 1, 2019, as well as a new policy loan rate of 6.70% effective June 30, 2019 for all Equimax illustrations.  

  • New rates for the Equimax Wealth Accumulator illustrations.  

  • Corporate borrowing can be illustrated with Corporate Preferred Retirement Solution™.

 

​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