Newly Added Features

  • Support for non-prescribed taxation annuities
Advantages of Online Annuity Quotation
  • Easy-to-use web interface
    • Step-by-step input screen streamlines the quote process
    • Validation rules mean only the options available are displayed
  • Illustration report
    • Valuable data for clients including lifetime guaranteed payments
  • Scenario creation and case saving by client
    • Retrieve saved quotes quickly within the system
    • Create multiple scenarios seamlessly for the same client

Can I still produce and use quotes on the Equitable Sales Illustration System?

Equitable Sales Illustration System supports payout annuities and is available for download. Quotes produced on the Sales Illustration System or Online Annuity Quotation will be accepted along with payout annuity applications.

Later this year, Equitable Life plans to remove payout annuities from the Equitable Life Sales Illustration platform. We encourage you to start to familiarize yourself with the Online Annuity Quote today. If you have any questions, please contact our Advisor Services team.

Are there any differences between the Equitable Sales Illustration System and the Online Annuity Quotation?

Other than the features and functionality listed above, the Equitable Sales Illustration System and the Online Annuity Quotation are similar. Quotes produced on both systems will match.

adobe-(2).png   NOTE: You will need Adobe Acrobat Reader to view these documents and the illustration system reports.


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