Sales Illustrations

Current releases and what's new:

● Web 2024-3W (June 2024)
● Desktop 2024-3 (June 2024)
 

2024-3W web illustrations Equimax® Participating Whole Life  ● Includes the new dividend scale interest rate of 6.40%, taking effect July 1, 2024. ● Includes the new interest rate of 3.50% for policies with dividends on deposit, taking effect July 1, 2024.  ● Includes a change to the minimum coverage amount on preferred term rider risk class from $1M to $2M for ages 18-50. Click here for more information about these changes. 2024-3 desktop illustrations Term Life ● Includes a change to the minimum coverage amount on preferred term risk class from $1M to $2M for ages 18-50. This applies to standalone term plans and term riders on participating whole life, universal life, and critical illness plans. Click here for more information. Equimax Participating Whole Life  ● Includes the new dividend scale interest rate of 6.40%, taking effect July 1, 2024. ● Includes the new interest rate of 3.50% for policies with dividends on deposit, taking effect July 1, 2024. Click here for more information about these changes. To see past releasese, click here.

Web illustrations

Equimax^® participating whole life:
● Illustrations

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.

Desktop illustrations

Illustrate all our solutions including Equimax participating whole life, Equitable Generations™ universal life, Equation Generation IV™ universal life, Equitable Term life, and EquiLiving^_® critical illness.

Download sales illustration system

Install requirements and user tips

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

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. Please save the illustration 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.

 

   Adobe Acrobat Reader is required to run and view illustration reports.

For advisor and agency use only. Downloading and use by any other person or party is strictly prohibited.