Sales Illustrations

Current releases and 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. 

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

Equimax^® Participating Whole Life
● A new guaranteed 10 pay premium option for Equimax Wealth Accumulator^®.
● Excelerator deposit option (EDO) now available on Equimax Estate Builder^® and Equimax Wealth Accumulator plans with 10 Pay premium option (no term rider needed).
● Maximum Equimax coverage amount that can be illustrated without a special quote increased to $25M.
● Children’s policies assessed with a multiple substandard health rating will now be issued with a rated age. This means EDO can be added to new policies provided the rating is 300% or less.
● Disability Waiver cap introduced. Disability Waiver is not available if the total initial premium for the year is more than $50,000.

Other Changes
● Term insurance reports updated with new branding, and client friendly content
● Disability Waiver cap introduced to critical illness and universal life plans (desktop only) and Term (desktop and web). Disability Waiver is not available if the total initial premium for the year is more than $50,000.
● Total term/term rider coverage illustrated without a special quote limited to $10M per insured for all life insurance and critical illness plans.

To see past releases, click here.