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Equitable Sales Illustrations Updates

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

The current version of the Equitable Sales Illustrations software is: 2016-5 (December 2016)

New with this Release:

Life and Health

Equation Generation IV universal life

  • New values based on the 2017 G3 tax rules. This includes updated G3 tax-exempt logic, maximum exempt premium calculations as well as net cost of pure insurance and adjusted cost basis calculations.
  • The Prince Edward Island premium tax rate has been updated to 3.75%
  • Please note that values in the illustration do not reflect the automatic face amount increases by up to 8% that may be required to assist in maintaining the exempt status of the policy. The illustration system will be updated in Q1 2017 to reflect this change.

Final Protection simple issue whole life

  • Applications for multiple life coverage will no longer be accepted. The illustration system will be updated in Q1 2017 to reflect this change.

Savings and Retirement

  • Taxable portion of Non-Registered Prescribed life annuities updated to reflect CRA's 2017 changes

Existing User?

If you have already installed the software, please use the Check for Updates option on the Main Menu of the Equitable Sales Illustration system to check for, download and install any updates to the illustration modules.

New User? Download Sales Illustration System

When downloading files it is recommended that you save the downloaded files to C:\Temp first and then run them 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.

Other Application Downloads

Please ensure you are using the latest version of the illustration modules before updating the other components listed below.

Get Adobe Acrobat Reader   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.

Resources

Problems with downloading?

  • Call our support line at 1.800.722.6615 extension 8484