Sales Illustrations

Web illustrations

What’s new?

At Equitable^®, we’re always looking for new ways to help you manage your business. We are excited to introduce our new web illustration tool for Critical Illness (CI) insurance. 
This simple and intuitive tool integrates with the EZcomplete® dashboard to create a seamless experience. 

Current Releases
2024-5W Web illustrations (December 2024)
2024-5 Desktop illustrations (December 2024)

Current and past releases

  EZcomplete dashboard for Term and Critical illness

Start a new illustration, search for an existing session or start a new application today.



 Desktop illustrations

Illustrate all our life and health products on your desktop* computer now.



Problems downloading? Call our support line: 1 800 722 6615, ext. 8888

Existing User? Login to the Equitable Sales Illustration System. Click on Check for Updates from the menu.

New User? Disable any antivirus or antispyware applications before downloading the software files to C:/Temp on your computer.

WFG User? Enter wfgsales in the installation Welcome screen to install the WFG version of the software

* The Equitable Sales Illustration system is not compatible with MAC operating systems

 In-force illustrations

Learn how to request an in-force illustration.



Resources
Current and past releases
Web illustrations FAQ
Install requirements and user tips
 Adobe Acrobat Reader*
 

 

*required to run and view illustration reports on desktops.
For advisor and agency use only. Downloading and use by any other person or party is strictly prohibited.
By using Equitable’s Sales Illustrations software, you agree to be bound by the terms and conditions of use