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Online Annuity Quotation

Newly Added Features

  • Easy to use web interface
    • Step-by-step input screen streamlines the quote process
    • Enhanced validation rules means only the options available are displayed
  • Enhanced illustration report
    • Refreshed and refined look and feel
    • New valuable data for clients including lifetime guaranteed payments
  • Scenario creation and case saving by client
    • Save your quotes by client easily and conveniently
    • 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?

Yes, the Equitable Sales Illustration System is still supported and available for download. Quotes produced through either it or the Online Annuity Quotation will be accepted along with payout annuity applications.

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

Other than the enhanced features and functionality listed above, the Equitable Sales Illustration System and the Online Annuity Quotation are similar. Quotes produced on both systems will match. At this time, however, the Online Annuity Quotation cannot run Non-Prescribed taxation quotes for Non-Registered funds. We encourage you to use the Equitable Sales Illustration System for these types of quotes for now.


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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.
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Resources

Need more information?

  • Contact your Equitable Life Regional Service Representative