lda equitable life spreadsheet import guide
LDA EQUITABLE LIFE SPREADSHEET IMPORT GUIDE To compare a Equitable Life Whole Life plan start by adding Equitable Life Whole life to your case design case in LDA.
STEP 1
Add product to Design Case
PAGE 1
The software now is looking for a spreadsheet from the illustration software.
STEP 2
Create a Equitable Life Quote
(you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the View spreadsheet icon.
PAGE 2
2. Click ok to the warning ( it just means if there is a spreadsheet exported previously it won’t work.
PAGE 3
3. Use the Copy Paste Method. 4. Select all data by pressing CTRL +A or click the button here in the top left
Once all the data is highlighted.
PAGE 4
5. Use CTRL + C to copy or right click and copy.
PAGE 5
6. Now click the Paste Spreadsheet Data button and right click and paste the data in the box (it looks out of order but that is how it should look).
7. Click Upload and you are done!
Please contact [email protected] if you have any questions.
PAGE 6
STEP 1
Add product to Design Case
PAGE 1
The software now is looking for a spreadsheet from the illustration software.
STEP 2
Create a Equitable Life Quote
(you can include term riders, ADO, Any dividend option) 1. Create a quote, then click the View spreadsheet icon.
PAGE 2
2. Click ok to the warning ( it just means if there is a spreadsheet exported previously it won’t work.
PAGE 3
3. Use the Copy Paste Method. 4. Select all data by pressing CTRL +A or click the button here in the top left
Once all the data is highlighted.
PAGE 4
5. Use CTRL + C to copy or right click and copy.
PAGE 5
6. Now click the Paste Spreadsheet Data button and right click and paste the data in the box (it looks out of order but that is how it should look).
7. Click Upload and you are done!
Please contact [email protected] if you have any questions.
PAGE 6
