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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2022-2 (April 2022)

New with this release:

  • The non-medical limits for all life insurance products have increased effective April 2, 2022.  The evidence of insurability requirements will be limited to non-medical evidence for insurance amounts up to:
    • $3,000,000 for ages 18 to 50,
    • $500,000 for ages 51 to 55, and
    • $100,000 for ages 56 to 60
  • The minimum face amount required to be considered for preferred risk classifications on our term insurance coverages has changed and now varies by age.  Preferred Term Underwriting will be available for Term insurance coverage amounts:
    • Greater than or equal to $1,000,000 for ages 18-50, and
    • Greater than or equal to $500,000 for ages 51-60.
    • Preferred Term Underwriting will no longer be available for ages 61 and up
    • Additional medical evidence may be required for Preferred Term consideration

​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