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Swivel Summary Athene Value Mapping

Jessica Hightower avatar
Written by Jessica Hightower
Updated this week

Athene Products

πŸ“Œ 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.

Balanced Choice Annuity Elevate 10S

Current Balance 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

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