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: 2018-1 (February 2018)
New with this Release:
Life and Health
- The maximum face amount for whole life policies has increased from $10 million to $20 million.
- Loan interest repayment can be illustrated with Preferred Retirement Solution™.
- Riders can now be included with Preferred Estate Transfer™ & Preferred Retirement Solution™ concepts.
- WFG YRT target premiums have been updated for universal life policies.
- Bug fixes and functionality improvements have been made.
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.
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,
Resources
Problems with downloading?
- Call our support line at 1.800.722.6615 extension 8484
