The current version of the Equitable Sales Illustration software is: 2021-1 (June 2021)


 

New with this release:

Life and Health

  • New dividend scale effective July 1, 2021. Learn more
  • Illustrate increased maximum Excelerator Deposit Option (EDO) payment limits when a term rider is included with Equimax Estate Builder® or Equimax Wealth Accumulator®.
 
Savings and Retirement
  • Selecting the “Payout Annuity” illustration link will redirect the user to the Online Annuity Quotation system within EquiNet®. After logging into EquiNet, illustrations can be completed in an easy-to-use web interface and saved for future reference. Payout Annuity illustrations will no longer be available within the Equitable Sales Illustration software.
  • A new “Investment Calculators” link has been added under the “Savings & Retirement illustrations” heading. Selecting this option will redirect the user to the Calculators page on EquiNet, where a wide variety of investment calculators are offered. The “Savings/Investment” and “RIF/LIF” calculators will no longer be available within the Equitable Sales Illustration software.

 

‚ÄčExisting 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.