Sales Illustrations
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| Questions? Please see our FAQ or contact your wholesaler. By using Equitable’s Sales Illustrations software, you agree to be bound by the terms and conditions of use. |
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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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