American Equity Products
📌 Note: The mappings shown are provided only as an example of how users may configure their Swivel Summary using the default Product Line summary totals that come pre-configured with Swivel. Users should consult and defer to their own compliance team for review and approval before implementing.
AssetShield 10
Current Balance Mapping
Current Balance --> Contract Value
Product Line Totals Mapping
Value | Map Values to Totals |
Total Premiums Paid | Total Premium |
Total Withdrawals to Date | Total Withdrawals |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawals Available | Free Withdrawal Amount |
Total Surrender Value | Surrender Value |
Total Account Value | Contract Value |
Total Benefits & Income Riders | Contract Value |
Total Income Rider Only | N/A |
Total Death Benefit | Contract Value |