Oceanview 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.
Harbourview FIA
Current Balance Mapping
Current Balance | Contract Value (**as of Last Business Day) |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Premium Amount |
Total Withdrawals | Not available with Swivel Sync* |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Not available with Swivel Sync* |
Total Surrender Value | Not available with Swivel Sync* |
Total Account Value | Contract Value (**as of Last Business Day) |
Total Benefit & Income Riders | Contract Value (**as of Last Business Day) |
Total Death Benefit | Not available with Swivel Sync* |
*For values not available on carrier website or not yet supported by Swivel Sync, users can create a custom value and manually track or store additional value information. See also Manage Values.
Harbourview MYGA
Current Balance Mapping
Current Balance | Contract Value (**as of Last Business Day) |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Premium Amount |
Total Withdrawals | Not available with Swivel Sync* |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Not available with Swivel Sync* |
Total Surrender Value | Not available with Swivel Sync* |
Total Account Value | Contract Value (**as of Last Business Day) |
Total Benefit & Income Riders | Contract Value (**as of Last Business Day) |
Total Death Benefit | Not available with Swivel Sync* |
*For values not available on carrier website or not yet supported by Swivel Sync, users can create a custom value and manually track or store additional value information. See also Manage Values.