Athene is an insurance carrier currently supported by Swivel Sync.
Setting Up Athene 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 Athene carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Athene Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Athene Holding Ltd. (Athene) > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Athene section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Initial Premium*
Total Gross Withdrawals Since Inception
Free Withdrawal Amount
Surrender Value
Accumulated Value
Income Base Value
Benefit Base
*Initial Premium only includes premiums in the past 12 months.
Known Products Supported
Product | Product Type |
Ascent Pro 10 Bonus Select | Fixed Index Annuity |
Athene Agility 10 | Fixed Index Annuity |
Athene Agility 7 | Fixed Index Annuity |
Athene BCA 10 2.0 | Fixed Index Annuity |
Balanced Choice Annuity Elevate 10S | Fixed Index Annuity |
Balanced Choice Annuity Elevate 8S | Fixed Index Annuity |
MultiChoice Income Plus | Fixed Index Annuity |
Performance Elite 10 | Fixed Index Annuity |
Performance Elite 15 | Fixed Index Annuity |
Performance Elite Plus 10 | Fixed Index Annuity |
Performance Elite Plus 7 | Fixed Index Annuity |
Spirit Xtra | Fixed Annuity |