Fidelity & Guaranty is an insurance carrier currently supported by Swivel Sync.
Setting Up Fidelity & Guaranty for Swivel Sync
Users must have Owner and/or Manager permissions to configure carriers and institutions for Swivel Sync.
Navigate to Business Management > Carriers & Institutions > Find your Fidelity & Guaranty carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Fidelity & Guaranty Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Fidelity & Guaranty Insurance Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Fidelity & Guaranty section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Account Value
Death Benefit
Death Benefit (Lump Sum)
Estimated Surrender Value
GMWB Income Base
Gross Deposits
Gross Withdrawals
LIR Income Base
Maximum Fixed Loan Available
Penalty Free Amount
Surrender Value
Total Account Value
Known Products Supported
Product | Product Type |
Accelerator Plus 10 | Fixed Index Annuity |
F&G 1-2-3 | Fixed Index Annuity |
F&G Power Accumulator 10 | Fixed Index Annuity |
F&G Power Accumulator 7 | Fixed Index Annuity |
F&G Safe Income Advantage | Fixed Index Annuity |
FG AccumulatorPlus 10 | Fixed Index Annuity |
FG AccumulatorPlus 14 | Fixed Index Annuity |
FG AccumulatorPlus 7 | Fixed Index Annuity |
FG Guarantee-Platinum 3 | Fixed Annuity |
FG Guarantee-Platinum 5 | Fixed Annuity |
FG Guarantee-Platinum 7 | Fixed Annuity |
FG Index-Choice 10 | Fixed Index Annuity |
FG Retirement Pro | Fixed Index Annuity |
OmLife-Choice | Universal Life |
Performance Pro | Fixed Index Annuity |
Prosperity Elite 10 | Fixed Index Annuity |
Prosperity Elite 14 | Fixed Index Annuity |
Prosperity Elite 7 | Fixed Index Annuity |
Safe Income Plus | Fixed Index Annuity |