North American Company 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.
NA Performance Choice Plus 8
Current Balance Mapping
Current Balance | Current Accumulation Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Total Premium |
Total Withdrawals | Total Withdrawals |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Maximum Penalty Free Withdrawal Amount |
Total Surrender Value | Surrender Value |
Total Account Value | Current Accumulation Value |
Total Benefit & Income Riders | Current Accumulation Value |
Total Death Benefit | Death Benefit Amount |