Athene
📌 Note: The mappings shown are provided only as an example of how users can configure their Swivel Summary. Users should consult and defer to their own compliance team for review and approval before implementing.
The following value mapping example is based on the following:
a default product line and pre-configured product line summary totals
a Swivel Sync-supported carrier/institution
a Swivel Sync-supported product offering and supported values
**Please Note: Swivel Sync may not support all available values offered by the carrier or institution.**
🔍 Quick Tip: You can create a custom value to manually track or store additional value information. Once configured, custom values are also available mapping options on Swivel Summary.
Balanced Choice Annuity Elevate 10S
Snapshot Overview Totals Mapping
Current Balance | Accumulation Value |
Product Line Totals Mapping
Product Line Total | Map Values to Totals |
Total Premium | Initial Premium |
Total Withdrawals | Total Gross Withdrawals Since Inception |
Total Net Premium | Mapping not available |
Total Penalty Free Withdrawal | Free Withdrawal Amount |
Total Surrender Value | Surrender Value |
Total Account Value | Accumulation Value |
Total Benefit & Income Riders | Accumulation Value |
Total Death Benefit | Estimated Death Benefit |