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Sales Illustration

The current version of the Equitable Sales Illustration software is: 2023-1 (February 2023)

 

New with this release:

Equimax® Participating Whole Life
  • Policy fees no longer apply (monthly and annual plans). 
  • Children's policies will now be issued as non-smoker for the life of the policy.
  • We have refined the way we calculate monthly premiums – this means clients benefit from lower prices across the board.  
  • Monthly Excelerator Deposit Option (EDO) payments and EDO payments received off anniversary now buy more paid-up additions, contributing to faster growth of the policy cash value. 
  • Dividends now buy more paid-up additions for clients who choose the paid-up additions or enhanced protection dividend option. 
  • Our KINDTM benefit program has been added to new Equimax policies to help clients at claim time should they need it. An optional KIND report is available for selection in the Report Design screen of the software.
  • You can now illustrate changes from the paid-up-additions dividend option to the cash dividend option for paid-up 10 pay and 20 pay Equimax plans.
 
Equitable GenerationsTM and Equation Generation IV® Universal Life
  • The Custom Premium Allocation option has been reinstated on the Deposits/Tax Handling tab so that individual fund options, percentage allocation and rate of return assumptions can be specified.

​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